Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
216 days old
General
Location
Davis, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$27,000,000.00
Gross Revenue
$200,000.00
# of Accounts
200
Avg Client Age
50
Overview

Growing office consistent of CFP and CLTC designee team. Looking to acquire a book. Have speciality in 401k in comprehensive fee based financial planning and investment management. Fiduciaries.

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