$27MM AUM | $210,000 GDC in Salem, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
348 days old
General
Compatibility
Location
Salem, OR, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$210,000.00
# of Accounts
569
Avg Client Age
60
Overview

I a financial advisor, branch manager, and supervisor (OSJ) for a small independent financial firm. I'm interested in exploring the purchase of a small book of business from a local advisor who is interested in selling to a colleague that will continue to service their clients in a manner in which they are accustomed to. I would like to buy a practice in which the current advisor would be willing to take some time to transition clients in a mutually beneficial manner. Client retention and client loyalty are very important to me, and the key to a successful transition. I have a long term goal to grow, but only at a rate in which I can continue to service my client base in the best manner possible. I am mostly focused on fee-based managed accounts, variable and fixed annuities, REITs, MLDC's, and traditional mutual funds accounts in my practice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...