$76MM AUM | $713,000 GDC in Tupelo, MS

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Tupelo, MS, US
Fee 0% Commission 100%
Gross Revenue
$713,000.00
# of Accounts
400
Avg Client Age
65
Overview

Financial Planning firm looking at potential opportunities to purchase a small or mid size practice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...