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Financial Advisor

$29MM AUM | $150,000 GDC in Canyon Country, CA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Canyon Country, CA, US
12 Month Gross Revenue
$150,000
Number of Accounts
30
Avg Client Age
65

Overview

CGAM, LLC has been providing Advisory Services since 2006. Total experience of the Managing Partner is in excess of 25 years. Primary goal is to develop deep relationships that go beyond transactions. I would like to align with an individual or company with the same values and goals. Truly helping clients and providing value is easier said than done.

 
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