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confirmed
Wirehouse → Wirehouse
AGR Wealth Management
Morgan Stanley
Wells Fargo Advisors
Monday, April 1, 2024
AUM
$1.2B
Team Size
0
Location
Beverly Hills, CA
Region
West
HNW
Beverly Hills
Morgan Stanley
Wells Fargo
Destination Firm
Wells Fargo Advisors
Type
wirehouse
Advisors
12,000
Total AUM
~1900B
Net 30d
+12
View Firm Profile
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