$35MM AUM | $350,000 GDC in San Jose, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
San Jose, CA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$350,000.00
# of Accounts
125
Avg Client Age
55
Overview

With extensive background and experience in financial planning, investment/practice management and client acquisition, I'm well suited to transition and elevate an existing client base to the next level of efficiency and results. Spent first part of career focusing on comprehensive financial planning and practice building via myriad marketing/referral channels and 5 separate practice acquisitions. In addition, we are well versed in institutional private wealth management process and working in a team environment. In a nutshell, my team and I are equipped and ready to advise/service clients in all financial needs and situations.

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