$80MM AUM | $1.1MM GDC in Kentwood, MI

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer
Location
Kentwood, MI, US
Fee 0% Commission 100%
Gross Revenue
$1,150,000.00
# of Accounts
700
Avg Client Age
63
Overview

see website

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...