$80MM AUM | $800,000 GDC in Honolulu, HI

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Honolulu, HI, US
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
400
Avg Client Age
50
Overview

Building capacity to be a fully comprehensive family financial advising team that has a heavy focus on generational advising/planning with specific team members handling boomers/gen x and Millenials.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...