Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Windsor, CT, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$600,000.00
# of Accounts
100
Avg Client Age
58
Overview

As an independent advisor, but affiliated with a large B/D and Corporate RIA, I have the best of both worlds by running as objective, fee based advisory service for my clients' benefit and having incredible intellectual depth at my disposal. I am looking to bring an advisor on board who has outgrown their existing environment and is looking to be the successor of a successful planner or perhaps is looking for a safe succession plan for themselves and their clients.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...