$35MM AUM | $277,000 GDC in Spokane Valley, WA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Spokane Valley, WA, US
Fee 0% Commission 100%
Gross Revenue
$277,000.00
# of Accounts
150
Avg Client Age
50
Overview

Have a successful practice with my brother and father and looking to expand my book of business thru acquisition. We focus mostly on retirement planning for individuals and corporate retirement plans

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...