$25MM AUM | $269,000 GDC in Sunnyvale, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Sunnyvale, CA, US
Fee 0% Commission 100%
Gross Revenue
$269,000.00
# of Accounts
700
Avg Client Age
60
Overview

Work with mostly Calstrs and Calpers employees (School Districts). Looking to expand practice.

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