$100MM AUM | $750,000 GDC in Westport, MA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
Listing Age
283 days old
General
Location
Westport, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
850
Avg Client Age
54
Overview

We have a 30 year practice with room for additional growth. Our office is experienced in acquiring existing books of business and has an excellent retension record. We are looking to acquire client blocks of the 20 to 50 million range. Life annuity and assets all acceptable.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...