Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
804 days old
General
Location
New York, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$45,000.00
# of Accounts
30
Avg Client Age
50
Overview

I am growing my business and am willing to look at purchasing an existing business to accomplish this growth

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...