$85MM AUM | $450,000 GDC in Walnut Creek, CA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Walnut Creek, CA, US
Fee 0% Commission 100%
$450,000
Gross Revenue
350
# of Accounts
55
Avg Client Age
Overview

Mostly looking for municipal bond business.

Extended Profile Information

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