$27MM AUM | $100,000 GDC in Morristown, TN

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
433 days old
General
Compatibility
Location
Morristown, TN, US
Listing Type
Seller
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
300
Avg Client Age
55
Overview

27 year book / Mostly Mutual Funds & Annuities w/ some stocks and alternative investments. / $27MM AUM

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...