$30MM AUM | $150,000 GDC in Santa Barbara, CA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Successor
Location
Santa Barbara, CA, US
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
132
Avg Client Age
52
Overview

Looking to incrementally add more AUM through purchase. I have a largely fee-based business of high net worth and core affluent clients.

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

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...