$40MM AUM | $40,000 GDC in Maquoketa, IA

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
342 days old
General
Compatibility
Location
Maquoketa, IA, US
Listing Type
Seller
Fee 0% Commission 100%
Gross Revenue
$40,000.00
# of Accounts
2,300
Avg Client Age
55
Overview

$40K Trailing Gross Revenue, Mutual Funds & Annuities

Will revisit my account sometime in Mid December 2018.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...