$53MM AUM | $478,000 GDC in Folsom, CA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
Listing Age
319 days old
General
Location
Folsom, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$478,000.00
# of Accounts
220
Avg Client Age
60
Overview

I am a fee based advisor that specializing in working with HNW and corporations on their retirement plans.
I want to grow my business over the next 10 years by marketing and buying a small practice I can add to my current client base.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...