$200MM AUM | $1.2MM GDC in Greenwich, CT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
231 days old
General
Listing Type
Buyer
Location
Greenwich, CT, US
Fee 0% Commission 100%
Gross Revenue
$1,250,000.00
# of Accounts
500
Avg Client Age
60
Overview

Advisor Listing - $200MM AUM Opportunity in Greenwich, CT

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...