$500MM AUM | $1.5MM GDC in Independence, OH

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
Listing Age
290 days old
General
Listing Type
Buyer
Location
Independence, OH, US
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
500
Avg Client Age
60
Overview

Advisor Listing - $500MM AUM Opportunity in Independence, OH

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...