$55,000 AUM | $400 GDC in Red Hook, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
349 days old
General
Compatibility
Location
Red Hook, NY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$400.00
# of Accounts
6
Avg Client Age
30
Overview

first few months

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...