$25MM AUM | $300,000 GDC in Philadelphia, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Philadelphia, PA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$300,000.00
# of Accounts
200
Avg Client Age
55
Overview

Dual registered practice looking to expand asset base by adding small (15-30M) fee based books of business

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...