$32MM AUM | $425,000 GDC in Clermont, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Clermont, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$425,000.00
# of Accounts
500
Avg Client Age
58
Overview

We would like to purchase a practice currently outside of Ameriprise, in Florida. We are a multiple award winning Practice with a very strong presence in our local community. We have one of the strongest Social Media presences in our company, and are looking to expand by acquisition.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...