$33MM AUM | $650,000 GDC in Pearl River, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Pearl River, NY, US
Listing Type
Merge | Continuity
Fee 0% Commission 100%
AUM
$33,500,000.00
Gross Revenue
$650,000.00
# of Accounts
800
Avg Client Age
60
Overview

Volumetric Fund is a no load mutual fund (ticker VOLMX). The Fund's approach is conservative equity investing in large and mid capitalization US stocks. Based on market conditions, the Fund will allocate its assets between equities and money market investments. The Fund was established in 1979.

I am hoping to see opportunities to grow/merger our assets.

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