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Financial Advisor   

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

Member Level
Premier
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Walnut Creek, CA, US
12 Month Gross Revenue
$80,000
Number 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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