$600MM AUM | $3MM GDC in Fresno, CA

Market
Advisor
Member Level
Plus
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Fresno, CA, US
Fee 0% Commission 100%
$3,000,000
Gross Revenue
2,500
# of Accounts
50
Avg Client Age
Overview

I am looking to expand and grow my AUM. I have a team of advisors that work with me. Our focus is on holistic planning, wealth management, estate planning, insurance and business planning services.

Extended Profile Information

Loading...