Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Profile Age
816 days old
General
Location
Sacramento, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,700,000.00
# of Accounts
1,700
Avg Client Age
70
Overview

We are a father son duo and constantly looking to grow our business. Our goal is to manage $500 million AUM.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...