$350MM AUM | $2MM GDC in Folsom, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Folsom, CA, US
Fee 0% Commission 100%
$2,000,000
Gross Revenue
500
# of Accounts
65
Avg Client Age
Overview

Private Wealth Manager in HNW. Minimum $1mm investable assets.

Extended Profile Information

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