$30MM AUM | $300,000 GDC in San Jose, CA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer
Location
San Jose, CA, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
60
Avg Client Age
50
Overview

Primarily a fee based business. Looking to strategically integrate acquisition targets into existing practice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...