$700MM AUM | $8MM GDC in San Ramon, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
San Ramon, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$700,000,000.00
Gross Revenue
$8,000,000.00
# of Accounts
600
Avg Client Age
55
Overview

Exploring partnership with RIA.

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