$40MM AUM | $350,000 GDC in Stamford, CT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Stamford, CT, US
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
300
Avg Client Age
55
Overview

I have 12 years experience with my financial planning practice, and am considering acquiring a practice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...