$30MM AUM | $120,000 GDC in Aurora, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Aurora, CO, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$120,000.00
# of Accounts
10
Avg Client Age
45
Overview

401(k), PS, DB and Non-Qual book, may be looking to add or sell

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...