Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Coronado, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$650,000.00
# of Accounts
150
Avg Client Age
60
Overview

Independent RIA using a mix of funds, ETFs and individual securities for a wide range of clients. Looking to buy smaller practices.

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