Overview

90% fee based, SAM accounts are the majority ( that are mutual fund based)
The bulk of the client base is in California, some are in Utah, Massachusetts, New York.
Loyal client base.
Sell within 1 year, the purchase terms are negotiable.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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