$4MM AUM | $3MM GDC in Wakefield, AK

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Wakefield, AK, US
Fee 0% Commission 100%
Gross Revenue
$3,000,000
# of Accounts
200
Avg Client Age
50
Overview

We are a growing private wealth management firm looking to acquire other practices.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...