$60MM AUM | $400,000 GDC in Cumming, GA

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Cumming, GA, US
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
250
Avg Client Age
50
Overview

I would like to buy advisory assets that can be merged into my current practice with AXA-advisors. I'm fully lic life annuity and 7,65,24 in many states in the SE US.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...