Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Walnut Creek, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$900,000,000.00
Gross Revenue
$4,100,000.00
# of Accounts
2,900
Avg Client Age
65
Overview

We are a boutique third party investment management platform looking to grow through acquisition.

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