$6MM AUM | $40,000 GDC in San Francisco, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
437 days old
General
Compatibility
Location
San Francisco, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$6,000,000.00
Gross Revenue
$40,000.00
# of Accounts
28
Avg Client Age
60
Overview

Advisor Listing - $6MM AUM Opportunity in San Francisco, CA

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

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...