$75MM AUM | $750,000 GDC in San Mateo, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Seller
Location
San Mateo, CA, US
Fee 0% Commission 100%
$750,000
Gross Revenue
200
# of Accounts
65
Avg Client Age
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.

Extended Profile Information

Loading...