$22MM AUM | $150,000 GDC in Foley, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Foley, MN, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$22,000,000.00
Gross Revenue
$150,000.00
# of Accounts
500
Avg Client Age
47
Overview

We are an Advisor Group that has been established since the mid eighties. We are looking to expand.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...