Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
763 days old
General
Location
Kelowna, BC, CA
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$5,000,000.00 CAD
Gross Revenue
$30,000.00 CAD
# of Accounts
500
Avg Client Age
55
Overview

I am looking to purchase a block of mutual fund business from an advisor who is considering either retirement or surrendering their mutual fund license and requires a trusted source to hand off investment business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...