$50MM AUM | $300,000 GDC in Petaluma, CA

Market
RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
84 days old
General
Location
Petaluma, CA, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$300,000.00
# of Accounts
150
Avg Client Age
50
Overview

Independent RIA. Use Schwab as custodian. Mix of mutual funds, ETFs and securities.

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