Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Lafayette, CA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$450,000.00
# of Accounts
1
Avg Client Age
50
Overview

Financial research and advisory firm that over its nearly 6 years has advised some of the largest hedge funds, subadvised global investment strategies and managed CTA strategies. Firm has a range of strategies, as well as quantitative analytic and risk management tools, that would be appropriate for individual investors and we are considering entering that market by buying a RIA.

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