Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Stamford, CT, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$170,000.00
# of Accounts
100
Avg Client Age
50
Overview

I am looking to acquire books, whether it be partial book sales or full book sales. I put client needs first, they drive the planning process. I offer fee based investments, mostly ETF and mutual funds. I also do life and LTC insurance along with some 401k and non-qual. I am willing to price aggressively for the right situation.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...