$250MM AUM | $1.8MM GDC in Homestead, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Homestead, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,750,000.00
# of Accounts
1,100
Avg Client Age
55
Overview

We are a independent firm that manages portfolio's in a discretionary capacity for clients.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...