$1.2B AUM | $10MM GDC in San Mateo, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Compatibility
Location
San Mateo, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$10,000,000.00
# of Accounts
1,500
Avg Client Age
60
Overview

We are a looking to add like-minded professionals to build the most admired investment advisory firm serving high-net worth individuals in the Bay Area

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