$7MM AUM | $61,755 GDC in Long Beach, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
537 days old
General
Location
Long Beach, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$7,000,000.00
Gross Revenue
$61,755.00
# of Accounts
48
Avg Client Age
60
Overview

Advisor Listing - $7MM AUM Opportunity in Long Beach, CA

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...