$3MM AUM | $25,000 GDC in Carlsbad, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Continuity
Location
Carlsbad, CA, US
Fee 0% Commission 100%
$25,000
Gross Revenue
48
# of Accounts
53
Avg Client Age
Overview

I like to have a very intimate knowledge of my clients assets. I use EMA / EMX advisor software tools and am a comprehensive advisor. My max. client base will be 250 client households; 400 to 450 max. client base.

Extended Profile Information

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