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I've gained millions in AUM from this platform over the years. Just recently, I closed two clients for $700,000 each and I'm about to close on another for $1.5 million!
Your service has been wonderful so far! I am very happy to be working with you, and your team. You guys are an example of how a successful business should be run, with a great deal of morals and principles...
Your service provided me with a new client whose portfolio was just under a million, and another one whose portfolio was well over a million. On top of that, I've gained clients from both of these clients' referrals which in my eyes is priceless.