Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Newport Beach, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$50.00
Gross Revenue
$400,000.00
# of Accounts
75
Avg Client Age
50
Overview

have about 50MM under management- would be interested in buying more assets if opp. is there

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...