$250MM AUM | $4MM GDC in West Palm Beach, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
West Palm Beach, FL, US
Fee 0% Commission 100%
Gross Revenue
$4,000,000
# of Accounts
600
Avg Client Age
65
Overview

Very accomplished 5 person team, looking to expand our book of business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...