$60MM AUM | $610,000 GDC in Walnut Creek, CA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Walnut Creek, CA, US
Fee 0% Commission 100%
Gross Revenue
$610,000
# of Accounts
300
Avg Client Age
60
Overview

We provide financial planning and investment management exclusively for those who are transitioning into retirement or are already retired.

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