$40MM AUM | $300,000 GDC in Dallas, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Dallas, TX, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
30
Avg Client Age
45
Overview

Looking to buy a book of AUM or life insurance. Would like to start small.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...