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Financial Advisor

$36MM AUM | $300,000 GDC in Boulder, CO

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Boulder, CO, US
12 Month Gross Revenue
$300,000
Number of Accounts
135
Avg Client Age
60

Overview

Most of our business is Internaling manged accounts primarily using funds. We have a quantive tilt using proprietary methods

 
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