$25MM AUM | $200,000 GDC in Dayton, OH

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Successor
Location
Dayton, OH, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# of Accounts
500
Avg Client Age
60
Overview

Advisor Listing - $25MM AUM Opportunity in Dayton, OH

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...