$395MM AUM | $2.2MM GDC in Dubuque, IA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Dubuque, IA, US
Fee 0% Commission 100%
Gross Revenue
$2,161,000.00
# of Accounts
1,470
Avg Client Age
58
Overview

We are an experienced and professional team that puts the client first. We have the capacity to purchase with cash the right book of business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...