$40MM AUM | $300,000 GDC in New York, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
New York, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
200
Avg Client Age
50
Overview

My business mix consists of Financial Planning, Wealth Management (mostly managed accounts and some annuities, individual Life and Long-Term Care Insurance as well as retirement plans (mostly 401(k)'s and 403(b)'s). I have also have an Employee Benefits practice consisting of Medical Insurance, Dental Insurance, Group Life/AD&D, STD and LTD.

I am looking to purchase practices.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...