$10MM AUM | $120,000 GDC in Lighthouse Point, FL

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Successor
Location
Lighthouse Point, FL, US
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
30
Avg Client Age
50
Overview

Looking to add additional fee based assets under management. Also open to merging with another practice to acquire later as a successor

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...