$150MM AUM | $1MM GDC in Clayton, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Clayton, CA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
175
Avg Client Age
55
Overview

Looking to buy other practices. We specialize in faith-based investing.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...