$5MM AUM | $50,000 GDC in Urbandale, IA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
381 days old
General
Compatibility
Location
Urbandale, IA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
75
Avg Client Age
50
Overview

Advisor Listing - $5MM AUM Opportunity in Urbandale, IA

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

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

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...