Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Honolulu, HI, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$900,000.00
# of Accounts
2,500
Avg Client Age
50
Overview

Acquire a practice. Possibly merge.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...