Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
North Hollywood, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$3,300,000.00
# of Accounts
1,350
Avg Client Age
64
Overview

As a potential successor or purchaser of your practice, it's our goal to make the transition for you and your clients as seamless as possible. We are able to accomplish this by putting our experience to good use - from operations (paperwork, etc.) to client relationships (consistent communication, hand-holding, etc.).

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...