$300MM AUM | $2MM GDC in Campbell, CA

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Location
Campbell, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
1,000
Avg Client Age
64
Overview

Looking to purchase some books of business in the South Bay Area

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...