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

Market
Advisor
Member Level
Premier
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
Novato, CA, US
Fee 0% Commission 100%
Gross Revenue
$6,000,000.00
# of Accounts
1,250
Avg Client Age
55
Overview

Fee-based RIA, DFA-centric.

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