$35MM AUM | $300,000 GDC in San Jose, CA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
San Jose, CA, US
Fee 0% Commission 100%
Gross Revenue
$300,000
# of Accounts
200
Avg Client Age
50
Overview

I hope to grow my fiduciary, fee-only (passive investments) practice which specifically serves women in the San Francisco Bay Area.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...