$50MM AUM | $300 GDC in West Palm Beach, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
West Palm Beach, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$300.00
# of Accounts
30
Avg Client Age
60
Overview

I am a veteran money manager specializing in conservative Blue Chip portfolio management for high net worth clients. I would be interested in acquiring additional high net worth clients who need and want customized money management.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...