$51MM AUM | $600,000 GDC in Mckinney, TX

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Mckinney, TX, US
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
131
Avg Client Age
54
Overview

I am a financial advisor looking to purchase practices

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...