$50MM AUM | $650,000 GDC in Merritt Island, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
362 days old
General
Compatibility
Location
Merritt Island, FL, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
312
Avg Client Age
70
Overview

21 years in community, primarily serving the retirement community.
Looking to grow by merger or acquistion.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...