Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Freehold, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$12,000,000.00
Gross Revenue
$150,000.00
# of Accounts
100
Avg Client Age
58
Overview

I am transition from retail brokerage to fee base planning and am looking for fee base practice to buy.

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

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...