$60MM AUM | $600,000 GDC in San Antonio, TX

Market
Advisor
Member Level
Premier
Last Activity
this week
Listing Age
290 days old
General
Location
San Antonio, TX, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
250
Avg Client Age
55
Overview

Equity portfolios $500k +
Managed mutual fund platform $50K - $500k+
Annuity business no more than 25% of portfolio where appropriate.
Insurance reviews and policies approximately 10% of business
401Ks approximately 5-10% of business

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