$60MM AUM | $300,000 GDC in Bradenton, FL

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Bradenton, FL, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
150
Avg Client Age
65
Overview

We are a full service, relationship-driven, independent financial services company. Interested in growing our business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...