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

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Walnut Creek, CA, US
Fee 0% Commission 100%
Gross Revenue
$80,000
# of Accounts
20
Avg Client Age
55
Overview

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

Extended Profile Information

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