$160MM AUM | $1.2MM GDC in Plano, TX

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer
Location
Plano, TX, US
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
475
Avg Client Age
59
Overview

Looking to grow an already successful practice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...