$10MM AUM | $115,000 GDC in Crete, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
478 days old
General
Location
Crete, IL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$115,000.00
# of Accounts
150
Avg Client Age
55
Overview

Advisor Listing - $10MM AUM Merge Opportunity in Crete, IL

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...