$10MM AUM | $150,000 GDC in Plainview, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Plainview, NY, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$150,000.00
# of Accounts
50
Avg Client Age
65
Overview

Merge with another broker/ria

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 Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...