Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
San Antionio, TX, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$3,500,000.00
Gross Revenue
$2,000.00
# of Accounts
7
Avg Client Age
60
Overview

My wife and I run a very small money management business. She wants to retire at year end. She handles all the compliance and accounting matters. I'm looking to join a money manager or hedge fund manager who would be interested in our unique style of money management who would bring clients, accounting and compliance for money management skills of an accomplished CFA.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...