$600MM AUM | $3MM GDC in Fresno, CA

Market
Advisor
Member Level
Plus
Last Activity
this week
General
Listing Type
Buyer
Location
Fresno, CA, US
Fee 0% Commission 100%
Gross Revenue
$3,000,000.00
# of Accounts
2,500
Avg Client Age
50
Overview

I am looking to expand and grow my AUM. I have a team of advisors that work with me. Our focus is on holistic planning, wealth management, estate planning, insurance and business planning services.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...