$160MM AUM | $850,000 GDC in Minneapolis, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Minneapolis, MN, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$160,000,000.00
Gross Revenue
$850,000.00
# of Accounts
120
Avg Client Age
60
Overview

Average Client AUM $4 million. Total 40 client families. Wish to purchase practice with similar high net worth clients. Have had prior successful acquisition with very high level of client retention.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...