$10MM AUM | $50,000 GDC in Kinmundy, IL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Kinmundy, IL, US
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
300
Avg Client Age
60
Overview

Looking to purchase a book or and or books of business that have trailing revenue and a client base that can be serviced.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...