Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Pasadena, CA, US
Profile Type
Merge | Join A Practice
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$100,000.00
# of Accounts
50
Avg Client Age
60
Overview

Investment advisor for over 35 years. Managed assets of $10 Million, 50 accounts. Emphasis on mutual funds and stock selections. Seventy per cent fee managed.

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