$70MM AUM | $500,000 GDC in Hartford, CT

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Seller | Succession
Location
Hartford, CT, US
Fee 0% Commission 100%
$500,000
Gross Revenue
400
# of Accounts
65
Avg Client Age
Overview

Mostly managed money, 70% trails from variable annuity products and 30% fee based.
Prefer buyer to join current BD.
Open to a 5 year earn out.

Extended Profile Information

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