Overview

90% of my business is fee based and my average client age is about 60 years. I would like to, at least, double my AUM from $10 million to about $20 million

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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Technology Solutions

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CRM Systems

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