$5MM AUM | $50,000 GDC in Huntington Beach, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Huntington Beach, CA, US
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
100
Avg Client Age
40
Overview

Looking to acquire small books of business from retiring or non-active advisors and firms. Boyer financial is a boutique financial services film offering a one stop shop of planning, wealth management, and insurance, all while providing world class customer service to our clients.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

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

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...