Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
San Mateo, CA, US
Profile Type
Seller
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$750,000.00
# of Accounts
200
Avg Client Age
65
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.

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