$175MM AUM | $750,000 GDC in Fresno, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
260 days old
General
Listing Type
Buyer
Location
Fresno, CA, US
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
189
Avg Client Age
64
Overview

Our goal is to be an advisor for life, that is, to place the care , concerns and needs of a client first and foremost. We not only do what is right for them investment wise , we do what is right for them emotionally and financially. Our clients will feel at ease with our discussions and process as we help them create a long and lasting relationship that will help guide them through all market cycles. We are looking for like minded practices that focus on a holistic approach to advisory and investing.

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