$10MM AUM | $72,000 GDC in Bedford, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
Bedford, TX, US
Listing Type
Find Successor
Fee 0% Commission 100%
Gross Revenue
$72,000.00
# of Accounts
80
Avg Client Age
55
Overview

RIA is a Technical Financial Analyst with CMT designation.
Firm has real money model portfolio track record beginning 10/31/77.
The model portfolio utilizes no-load mutual funds, ETF's and preferred stocks.

Would like to merge my RIA with like minded RIA to create a succession plan.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...