$12MM AUM | $60,000 GDC in Berlin, CT

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
439 days old
General
Compatibility
Location
Berlin, CT, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$12,000,000.00
Gross Revenue
$60,000.00
# of Accounts
175
Avg Client Age
60
Overview

Purchase small practice nearby, or merge with the intention of taking over their accounts or eventually they take over my accounts.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...