$300MM AUM | $1.9MM GDC in Avon, CT

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
507 days old
General
Location
Avon, CT, US
Profile Type
Merge | Buyer
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$1,850,000.00
# of Accounts
285
Avg Client Age
61
Overview

Our firm is looking to acquire a smaller firm or merge with a smaller or comparable firm.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...