Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Sewickley, PA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$500,000.00
# of Accounts
1,200
Avg Client Age
68
Overview

We are looking to help the right adviser(s) transition to their retirement by providing access to a growing progressive company that takes a comprehensive and holistic approach to helping their existing clients.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...