Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Profile Age
779 days old
General
Location
Harleysville, PA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$16,200,000.00
Gross Revenue
$170,000.00
# of Accounts
54
Avg Client Age
52
Overview

I hope to purchase a fee based business from an advisor who is looking to retire.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...