$5MM AUM | $50,000 GDC in Phoenix, MD

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Phoenix, MD, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
5
Avg Client Age
55
Overview

Apprise Wealth Management is a newly formed, fee-only RIA, providing financial planning and investment management services. I am interested in acquiring assets (including instances where the change in control may take place over time) or joining forces with other small RIAs.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...