$20MM AUM | $280,000 GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Successor
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$280,000.00
# of Accounts
350
Avg Client Age
50
Overview

Looking to acquire a small practice from a retiring advisor under 10 million dollars in NY NJ FL CA TX

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

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...