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Financial Advisor   

$550MM AUM | $6MM GDC in San Francisco, CA

Member Level
Basic
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
San Francisco, CA, US
12 Month Gross Revenue
$6,000,000
Number of Accounts
400
Avg Client Age
50

Overview

Independent RIA, backed by private equity, seeking to build our partnership with like-minded advisors

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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