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Financial Advisor   

$28MM AUM | $400,000 GDC in Santa Fe, NM

Member Level
Basic
Last Activity
within 3 months

Business Mix:

2% Comm
98% Fee

General

Location
Santa Fe, NM, US
12 Month Gross Revenue
$400,000
Number of Accounts
56
Avg Client Age
62

Overview

RIA practice in Santa Fe, NM with 5 advisors, one located in ABQ. Looking to grow the practice with advisors and acquisitions.

 
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