$125MM AUM | $800,000 GDC in Fresno, CA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Fresno, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
575
Avg Client Age
55
Overview

We are a team with 3 partners. Our business is split between employee beneftits (Group health and 401ks), corporate and individual manged money.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...