$41MM AUM | $250,000 GDC in Hauppauge, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Hauppauge, NY, US
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
150
Avg Client Age
65
Overview

We're independent RIA firm looking to acquire a firm from a local retirement minded adviser.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...