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Financial Advisor   

$6MM AUM | $9MM GDC in New York, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

65% Comm
35% Fee

General

Location
New York, NY, US
12 Month Gross Revenue
$9,000,000
Number of Accounts
100
Avg Client Age
55

Overview

Private wealth mgmt. Lead generation.

 
Extended Profile Information

Peer to Peer
Finance
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Zero Transaction Fees
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