$25MM AUM | $150,000 GDC in Woodmere, AK

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Woodmere, AK, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
25
Avg Client Age
50
Overview

I Currently operate a full service wealth management firm with approximately $25m AUM. I am looking to grow my practice by adding clients via current client referrals as well as purchasing an existing book of business.

If anyone is looking to sell or transition their book over to a hard working dedicated wealth manager please reach out .

Thanks

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...