$50MM AUM | $505,000 GDC in West Chester, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
West Chester, OH, US
Fee 0% Commission 100%
Gross Revenue
$505,000.00
# of Accounts
150
Avg Client Age
55
Overview

2 man shop looking to expand very soon to hire a junior advisor and more ops folks.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...