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Financial Advisor

$25MM AUM | $250,000 GDC in Hudson, OH

Member Level
Basic
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
Hudson, OH, US
12 Month Gross Revenue
$250,000
Number of Accounts
120
Avg Client Age
55

Overview

Fee and Performance Based, Global Multi-Asset Manager,
Return and Risk Management Customization, Relative, Absolute, and Tax Managed Return Options.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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