$47MM AUM | $470,000 GDC in Carlsbad, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Carlsbad, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$470,000.00
# of Accounts
470
Avg Client Age
58
Overview

Would like to buy a practice in Southern California

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...