$120MM AUM | $650,000 GDC in Reno, NV

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Reno, NV, US
Listing Type
Seller | Merge
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$650,000.00
# of Accounts
2,500
Avg Client Age
55
Overview

Just looking to learn more and possibly see what my Practice would be valued at on the Open Market.

32 years in the business. Trusted clientele. Moving more towards fee based all the time.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...