Market
Advisor/RIA
Member Level
Chalice
Last Activity
6 months or more
Profile Age
246 days old
General
Location
Rapid City, SD, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$170,000,000.00
Gross Revenue
$1,425,000.00
# of Accounts
511
Avg Client Age
58
Overview

In-house discretionary portfolio management and use of outside SMA managers.

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