$43MM AUM | $450,000 GDC in Westport, CT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Westport, CT, US
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
70
Avg Client Age
55
Overview

purchase a practice 50mm or under
together with my associate over a buyin period. fee based practice in Fairfield county.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...