Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Palm Desert, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$23,000,000.00
Gross Revenue
$125,000.00
# of Accounts
60
Avg Client Age
90
Overview

Active management primarily equities, fixed income, closed end funds. Some equity related insurance. 50% fee based strategic asset management.

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