Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Spokane, WA, US
Profile Type
Buyer | Find Successor
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$240,000.00
# of Accounts
190
Avg Client Age
50
Overview

small practice

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...