$10MM AUM | $100,000 GDC in Scottsdale, AZ

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Location
Scottsdale, AZ, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
250
Avg Client Age
50
Overview

Small Independent firm with strong life insurance business and growing AUM practice. Looking to purchase additional AUM practice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...