$35MM AUM | $200,000 GDC in Oklahoma City, OK

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Oklahoma City, OK, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
550
Avg Client Age
42
Overview

10 year veteran in successful diversified wealth management practice seeking opportunities to grow the firm through current client service, referral, and acquisition.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...