$262MM AUM | $1.6MM GDC in Rocklin, CA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge | Succession
Location
Rocklin, CA, US
Fee 0% Commission 100%
$1,600,000
Gross Revenue
462
# of Accounts
55
Avg Client Age
Overview

Fee only investment management and financial planning services for private wealth clients and retirement plans

Extended Profile Information

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