Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
North Canton, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$75,000.00
# of Accounts
125
Avg Client Age
55
Overview

Started RIA 5years ago alongside tax practice. Business partner has series 7. Business partner wants to keep series 7 and 24 but broker dealer will not allow him in the RIA. would consider purchasing RIA, commission based, or combo assets.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...