$85MM AUM | $600,000 GDC in Chatanooga, TN

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Continuity
Location
Chatanooga, TN, US
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
400
Avg Client Age
55
Overview

Looking to acquire books of business or have IAR join our group. We have immediate office space available at out Chattanooga location. ___

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...