$65MM AUM | $550,000 GDC in Los Angeles, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Los Angeles, CA, US
Fee 0% Commission 100%
Gross Revenue
$550,000.00
# of Accounts
100
Avg Client Age
60
Overview

Customized portfolio management using individual securities that is complemented with very comprehensive wealth management advice specific to each client's needs. Very personal service.

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