$30MM AUM | $220,000 GDC in St. Petersburg, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
St. Petersburg, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$220,000.00
# of Accounts
140
Avg Client Age
58
Overview

I've been a retail advisor for 8 years, and have 28 years prior experience on the institutional side of the business. My partner and I are interested in acquiring a small- to medium-sized practice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...