Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Newton, MA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$5,000.00
# of Accounts
20
Avg Client Age
60
Overview

Curious about what is being offered. This email indicates 1 client with 800/m so not clear what the inquiry is about and it only generates $1 in revenue. Seems a bit odd.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...