Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
752 days old
General
Location
Larkspur, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$105,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
200
Avg Client Age
60
Overview

Looking to grow our client base by adding a smaller firm. We also own our own broker/dealer and have outside offices which utilize our broker/dealer.

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