$105MM AUM | $212,000 GDC in Ormond, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Ormond , FL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$212,000.00
# of Accounts
5,300
Avg Client Age
50
Overview

Merge with advisors who are independent and looking for help and to purchase investment clients from those who are retiring

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...