$950MM AUM | $5MM GDC in Mclean, VA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Mclean, VA, US
Fee 0% Commission 100%
Gross Revenue
$5,000,000.00
# of Accounts
3,000
Avg Client Age
55
Overview

Wealth Management Firm. keep eyes open for opportunities

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...