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Financial Advisor

$300MM AUM | $2.6MM GDC in Yakima, WA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
Yakima, WA, US
12 Month Gross Revenue
$2,600,000
Number of Accounts
1,000
Avg Client Age
65

Overview

We are an independent wealth management firm focused on providing superior financial planning and investment advising to families and their businesses.

 
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