Overview

Small group of high net worth clients, aanuities with riders and trail option taken, c share mutual funds, managed futures with altegris and several different reits, wp Carey cpa 17, Carey watermark hotel REIT(first one), cole credit property trust 4, and griffin essential asset REIT 2.

Market
Advisor/RIA
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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