$145MM AUM | $1.4MM GDC in San Antonio, TX

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
San Antonio, TX, US
Fee 0% Commission 100%
Gross Revenue
$1,400,000.00
# of Accounts
186
Avg Client Age
65
Overview

Established firm in San Antonio looking to add Advisors or acquire book or firm.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...