$800MM AUM | $5MM GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$5,000,000.00
# of Accounts
300
Overview

We are interested in acquisitions, mergers or joint ventures with firms that are very similar to our own. We are especially interested in firms that specialize in financial planning.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...