$500MM AUM | $3.5MM GDC in Woodland Hills, CA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Woodland Hills, CA, US
Fee 0% Commission 100%
Gross Revenue
$3,500,000.00
# of Accounts
1,600
Avg Client Age
65
Overview

We are:
• Anton, Barry & Associates, currently a growing 11-person team
• Led by two Ameriprise Hall of Fame Advisors
• Backed by the resources and strength of Ameriprise Financial Services, Inc.
• Committed to excellence in our advice and service model, our team includes MBAs, multiple professional designations, degrees from Harvard, USC, UCLA, CSUN, and Pepperdine

Our main goal for working with Succession Link is growth by acquisition. For the past 28 years, our team at Anton, Barry & Associates have worked hand in hand with our clients to help them achieve and maintain their freedom as they move from success to significance.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...