$110,000 AUM | $900,000 GDC in Canby, OR

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Location
Canby, OR, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$900,000.00
# of Accounts
450
Avg Client Age
62
Overview

Established independent financial advising firm specializing in individuals and small businesses.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...