$53MM AUM | $375,000 GDC in Spokane, WA

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Spokane, WA, US
Fee 0% Commission 100%
Gross Revenue
$375,000.00
# of Accounts
250
Avg Client Age
62
Overview

I am a 25 year industry veteran who has owned his owned his practice for 8 years. I have a small sized clientele of roughly 50 clients and provide stellar customer service via a fee only business. I am looking for an older person to work with that is looking to retire soon but wants to make sure his client's will be well taken care of once they leave their hard earned practice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...