$170MM AUM | $1.2MM GDC in Granite Bay, CA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Location
Granite Bay, CA, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
20
Avg Client Age
58
Overview

Looking to expand the business in new markets.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...