$1,000MM AUM | $6MM GDC in Pasadena, CA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Pasadena, CA, US
Fee 0% Commission 100%
Gross Revenue
$6,000,000.00
# of Accounts
1,500
Avg Client Age
64
Overview

Advisory practice established in 1956. Large cap, individual issues. Work almost exclusively with individuals, families.

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