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Financial Advisor   

$1.4MM AUM | $150,000 GDC in Moorpark, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Moorpark, CA, US
12 Month Gross Revenue
$150,000
Number of Accounts
20
Avg Client Age
45

Overview

We are financial planners with limited AUM. We're looking to expand the AUM portion of our firm.

 
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