Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
686 days old
General
Location
Burlington, IA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$750,000.00
# of Accounts
3,750
Avg Client Age
55
Overview

WE are interested in adding a small number of clients that need more than investment advice.

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