$100MM AUM | $800,000 GDC in San Diego, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
San Diego, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
500
Avg Client Age
52
Overview

Advisor Listing - $100MM AUM Opportunity in San Diego, CA

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 Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...