Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Anaheim Hills, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$275,000.00
# of Accounts
400
Avg Client Age
54
Overview

Looking to buy small local books of biz $1 Million to $ 15 million.
Primarily interested in Mutual Funds, ETF/UIT, Stocks/Bonds,
and/or Fee Business.

Business Mix Info

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Mutual Funds

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Variable Annuities

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Insurance Business

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CRM Systems

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