$125MM AUM | $1.2MM GDC in Plantation, FL

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Plantation, FL, US
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
500
Avg Client Age
61
Overview

Fee only IRA with $125MM AUM. Passive investment style. Looking to add advisors.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...