$70MM AUM | $455 GDC in Westlake Village, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Westlake Village, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$455.00
# of Accounts
850
Avg Client Age
50
Overview

Start my own RIA / Join Existing RIA for succession of retirement strategy of existing FA practice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...