Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Janesville, WI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$490,000.00
# of Accounts
1,500
Avg Client Age
60
Overview

I and my associate have been in the financial services for more the 30 years. We primary do financial planning. Our income comes from commissions and fee. We are looking to buy a practice and take on advisers.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...