$80MM AUM | $500,000 GDC in Southfield, Mi, MI

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Location
Southfield, Mi, MI, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
900
Avg Client Age
53
Overview

Find a practice that is for sale. hopefully in the northern Oakland county and has office space.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...