$50MM AUM | $475,000 GDC in Mattawan, MI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Mattawan, MI, US
Fee 0% Commission 100%
Gross Revenue
$475,000
# of Accounts
250
Avg Client Age
63
Overview

I have been in business for 25 years and am looking to grow. I have a 50 mil practice that is mutual funds, annuities and fee based.I am currently transitioning to more fee based. I provide financial planning and am very service oriented.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...