$15MM AUM | $105,000 GDC in West Des Moines, IA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
West Des Moines, IA, US
Fee 0% Commission 100%
Gross Revenue
$105,000.00
# of Accounts
100
Avg Client Age
60
Overview

I have a tax & financial practice and looking to add to my existing book of business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...