$240MM AUM | $2MM GDC in Greenbrae, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Greenbrae, CA, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$240,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
110
Avg Client Age
60
Overview

We are an RIA that manages a concentrated portfolio of public equities on behalf of our clients.

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