$71MM AUM | $650,000 GDC in Sacramento, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Sacramento, CA, US
Listing Type
Merge
Fee 0% Commission 100%
AUM
$71,000,000.00
Gross Revenue
$650,000.00
# of Accounts
165
Avg Client Age
65
Overview

I am a CFP, working with families on their complete balance sheet, risk mitigation, trust/fiduciary, banking/lending, asset management.

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