Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
872 days old
General
Location
Glendale, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$150,000.00
# of Accounts
300
Avg Client Age
50
Overview

Our objective is to provide our clients with a sound investment plan that is built around their individual investment needs. Therefore, we employ an objective, advice-driven process; we listen to their investment goals and then select the solutions that fit to help you achieve them.

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