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Financial Advisor   

$340MM AUM | $3.1MM GDC in Boise, ID

Member Level
Premier
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Boise, ID, US
12 Month Gross Revenue
$3,100,000
Number of Accounts
2,000
Avg Client Age
60

Overview

Fulcrum Wealth Management Group is a geographically diverse team of wealth advisors throughout the northwest focused helping clients simplify their lives through comprehensive wealth management. Our clients have access to a team of specialists with over 100 years of experience, and offices in Boise, Coeur d'Alene, Tri Cities, Portland, and Reno.

 
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