Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
97 days old
General
Location
San Francisco, CA, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$300,000.00
# of Accounts
150
Avg Client Age
55
Overview

Looking to grow a planning and fee based practice with a specialty in equity compensation. Was at a wire-house for 16 years, independent for one year. Let's talk.

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