Market
RIA
Member Level
Basic
Last Activity
this month
Profile Age
120 days old
General
Location
San Francisco, CA, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$850,000,000.00
Gross Revenue
$7,600,000.00
# of Accounts
700
Avg Client Age
68
Overview

50 Year RIA based in San Francisco. 5 Advisors and 5 proprietary mutual funds. 100% fee based models of funds and etfs.

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