Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Los Altos, CA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$120,000.00
# of Accounts
30
Avg Client Age
55
Overview

We are a registered investment advisory firm specializing in publicly traded securities, alternative investments, private equity placements, and consulting across all asset classes and investment universes.

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