$119MM AUM | $650,000 GDC in Jackson, MO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Jackson , MO, US
Listing Type
Merge | Find Successor
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
490
Avg Client Age
60
Overview

Established Advisory Business with excess of 100 million under management looking for partners for growth and succession planning. Free standing office space with room for expansion

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...