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Financial Advisor   

$225MM AUM | $2.2MM GDC in San Francisco, CA

Member Level
Premier
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
San Francisco, CA, US
12 Month Gross Revenue
$2,250,000
Number of Accounts
700
Avg Client Age
50

Overview

Wealth management company seeking to buy/merge with similar firm to scale our business.

 
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