Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Folsom, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$850,000.00
# of Accounts
400
Avg Client Age
55
Overview

We're a hybrid investment and fee for advice financial planning firm who would like to grow. We are both CFPs and also provide divorce advice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...