$250MM AUM | $1.8MM GDC in Atherton, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Atherton, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
700
Avg Client Age
60
Overview

We offer investment management services. We will evaluate and manage most publicly traded securities but primarily invest in no-load mutual funds and exchange traded funds (ETFs) which are low in cost, widely traded, and highly liquid. Occasionally, we may purchase in client accounts individual stocks which we think have a very attractive long-term outlook that also meet our other criteria for security selection within the portfolio. Our services include the placing of orders for the trading of a client's securities as market conditions and timing dictate.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...