$500MM AUM | $2.5MM GDC in East Hanover, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
East Hanover, NJ, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$2,500,000.00
# of Accounts
500
Avg Client Age
55
Overview

Looking to buy life insurance and investment practices

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...