|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|3397||CA||Palo Alto||$480,000||new||New Clients Inc.|
Individuals - Total $ $265,572
Businesses - Total $ 131,628
Other - Total $ 39,357
Misc - Total $11,180
High net worth individuals with investments. High tech industry employees with stock compensation; technology companies and small business. Communication is typically done via email/online. Very little in person meetings.