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Financial Advisor   

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

Member Level
Basic
Last Activity
within 2 months

Business Mix:

50% Comm
50% Fee

General

Location
San Mateo, CA, US
12 Month Gross Revenue
$750,000
Number 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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