Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
846 days old
General
Location
Palm Harbor, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$15,000.00
# of Accounts
80
Avg Client Age
62
Overview

Looking to buy a small financial business

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...