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Financial Advisor   

$190MM AUM | $1.1MM GDC in Boise, ID

Member Level
Basic
Last Activity
6 months or more

Business Mix:

32% Comm
68% Fee

General

Location
Boise, ID, US
12 Month Gross Revenue
$1,050,000
Number of Accounts
677
Avg Client Age
68

Overview

We are a broad based wealth management firm committed to serving a select group of engaged clients who seek an approach that coordinates advice with other trusted advisors (CPAs and Attorneys) to achieve goals over multiple generations. Our hope is to attract Advisors who share our commitment to client service and want to find a long-term answer for their clients.

 
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