Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Walnut Creek, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$500,000.00
# of Accounts
160
Avg Client Age
60
Overview

We are an Independent Wealth Advisory Practice, located in the SF East Bay Area, looking to strategically grow our practice.

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