Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Fogelsville, PA, US
Profile Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$27,000,000.00
Gross Revenue
$150,000.00
# of Accounts
1,000
Avg Client Age
65
Overview

Referral based business. Looking to sell the book and retire in 2-3 years. Prefer buyer located in the geographical area. This business is comprised of a large amount of annuities, ideal candidate would have 5-7+ years of experience

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...