$30MM AUM | $400,000 GDC in Maitland, FL

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Merge | Continuity | Join A Practice
Location
Maitland, FL, US
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
100
Avg Client Age
65
Overview

Experienced professional with leadership experience interested in RIA succession opportunities.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...