$12MM AUM | $90,000 GDC in Basehor, KS

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Basehor, KS, US
Listing Type
Merge | Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$90,000.00
# of Accounts
500
Avg Client Age
40
Overview

Small Independent Advisor wanting to expand

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...