$125MM AUM | $700,000 GDC in Fort Wayne, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
459 days old
General
Location
Fort Wayne, IN, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$125,000,000.00
Gross Revenue
$700,000.00
# of Accounts
400
Avg Client Age
60
Overview

Looking for firms to acquire or merge that have investment and tax practices.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...