$5B AUM | $25MM GDC in Dewitt, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Dewitt, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$5,000,000,000.00
Gross Revenue
$25,000,000.00
# of Accounts
45,000
Avg Client Age
50
Overview

We are a national Wealth Management and Benefits firm looking to acquire similar minded practices in key market areas

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...