$7MM AUM | $12,000 GDC in Detroit, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Detroit, MI, US
Profile Type
Seller | Merge | Find Successor
Fee 0% Commission 100%
AUM
$7,000,000.00
Gross Revenue
$12,000.00
# of Accounts
160
Avg Client Age
54
Overview

I am a Registrar ___ client about their retirement account
and investment account .

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...