Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
730 days old
General
Location
Boca Raton, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$495,000.00
# of Accounts
110
Avg Client Age
58
Overview

Advisor Listing - $50MM AUM Opportunity in Boca Raton, FL

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...