Market
RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Granite Bay, CA, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$225,000,000.00
Gross Revenue
$1,900,000.00
# of Accounts
900
Avg Client Age
50
Overview

Hybrid RIA using LPL as the b/d and custodian. Primarily advisory practice.

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