$85MM AUM | $675,000 GDC in York, PA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
York, PA, US
Fee 0% Commission 100%
Gross Revenue
$675,000
# of Accounts
600
Avg Client Age
65
Overview

I would like to buy a book of business that can be transitioned over a 2 year period

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 Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...