$2.5MM AUM | $170,000 GDC in Hershey, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Hershey, PA, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$170,000.00
# of Accounts
170
Avg Client Age
55
Overview

I am interested in buying a book of business, either in Florida or in South Central Pennsylvania near Hershey PA.

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 Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...