Overview

Advisor Listing - $11MM AUM Opportunity in San Anselmo, CA I have a prominent Sustainable, ESG Investing Brand in Marin County and my fee-based, managed money practice is growing quickly. I would like to acquire additional books of business, preferably those with clients who are interested in Low-Carbon, High Performance investing strategies.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...