$75MM AUM | $550,000 GDC in San Antonio, TX

Market
Advisor
Member Level
Basic
Last Activity
this month
Listing Age
217 days old
General
Listing Type
Buyer
Location
San Antonio, TX, US
Fee 0% Commission 100%
Gross Revenue
$550,000.00
# of Accounts
185
Avg Client Age
61
Overview

Almost exclusively retirement planning and most of my clients will either need to supplement retirement t with income from investments or they are working towards that goal.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...