Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Profile Age
629 days old
General
Location
Naperville, IL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$48,000,000.00
Gross Revenue
$400,000.00
# of Accounts
135
Avg Client Age
60
Overview

Looking to acquire or merge - possible successor program.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...