Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Walnut Creel, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$350,000,000.00
Gross Revenue
$1,800,000.00
# of Accounts
600
Avg Client Age
63
Overview

30yr old RIA with $350M+ AUM and a team of CFPs and 1 CPA that offers truly comprehensive financial planning and investment management for 150 families.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...