$10MM AUM | $80,000 GDC in Walnut Creek, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Walnut Creek, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$80,000.00
# of Accounts
20
Avg Client Age
55
Overview

The firm is a traditional RIA managing investments for high-net-worth clients.

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