$35MM AUM | $225,000 GDC in Cedar Falls, IA

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Compatibility
Location
Cedar Falls, IA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$225,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

Independent financial planning company with two advisors licensed in securities, life and health. We are looking to grow our business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...