$1B AUM | $10MM GDC in Bloomington, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Bloomington, MN, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$10,000,000.00
# of Accounts
15,000
Avg Client Age
58
Overview

I am interested in speaking with financial advisors who are looking for an alternative platform for their business. I can provide transitional compensation and potential successors or partners for your existing business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...