$50MM AUM | $500,000 GDC in Walnut Creek, CA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Walnut Creek, CA, US
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
125
Avg Client Age
55
Overview

I am building a CFP-only Hybrid RIA where clients get the best boutique experience in the world.

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