$275MM AUM | $2.2MM GDC in Lafayette, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Lafayette, CA, US
Fee 0% Commission 100%
$2,200,000
Gross Revenue
600
# of Accounts
60
Avg Client Age
Overview

Fee Only RIA providing financial planning and investment management to pre-retired and retired clients with $1MM in investment assets.

Extended Profile Information

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