Overview

Investment/Financial Planning Firm with approximately $53M in AUM's. Work primarily with individuals and work both in commissions and fees. Fees represent about 35%-40% of revenue. I am thinking of buying my partner out, but need to determine a value of the practice so I know what is a reasonable offer

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Resources
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