$250MM AUM | $3MM GDC in Missoula, MT

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Missoula, MT, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
1,200
Avg Client Age
55
Overview

Growing RIA with a sister BD looking to grow assets under management and expand our geographic reach regionally.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...