$75MM AUM | $300,000 GDC in Alamo, CA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Alamo, CA, US
Fee 0% Commission 100%
$300,000
Gross Revenue
250
# of Accounts
40
Avg Client Age
Overview

Target Market: Small Business Owners, Executives, Women in Transition, Small Business Retirement Plans and Family Wealth Advisory.

Extended Profile Information

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