$5MM AUM | $35,000 GDC in Saratoga Springs, NY

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Saratoga Springs , NY, US
Fee 0% Commission 100%
Gross Revenue
$35,000.00
# of Accounts
75
Avg Client Age
42
Overview

I'm a insurance and mutual fund RIA. I'm Looking to grow my practice by purchasing a book of business

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...