$5MM AUM | $240,000 GDC in Venice, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Venice, FL, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$240,000.00
# of Accounts
55
Avg Client Age
55
Overview

Looking to grow the business through acquisition or merger. Not looking for a "stock jockey" business but FINRA regulated business is a large part of the strategy going forward

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...