$50MM AUM | $1.2MM GDC in Concord, NH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Concord, NH, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
350
Avg Client Age
60
Overview

multifaceted, team based, portfolio management.

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 Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...