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

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

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

Extended Profile Information

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