$5MM AUM | $90,000 GDC in Ridgeland, MS

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
358 days old
General
Compatibility
Location
Ridgeland, MS, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$90,000.00
# of Accounts
300
Avg Client Age
65
Overview

$90K Gross Revenue, Book is fairly balanced between Mutual Funds, Annuities-Both Fixed and Variable & Health and Life Insurance.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...