$60MM AUM | $450,000 GDC in Taylor, TX

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Taylor, TX, US
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
200
Avg Client Age
65
Overview

Looking to acquire a practice that would be a "fit" for us. Preferably in the Central Texas Region.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...