$125MM AUM | $800,000 GDC in Fresno, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Fresno, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$125,000,000.00
Gross Revenue
$800,000.00
# of Accounts
575
Avg Client Age
55
Overview

We are a team with 3 partners. Our business is split between employee beneftits (Group health and 401ks), corporate and individual manged money.

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