$667MM AUM | $3MM GDC in New Berlin, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
394 days old
General
Compatibility
Location
New Berlin, WI, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$3,000,000.00
# of Accounts
8,000
Avg Client Age
65
Overview

Looking at possible purchases.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...