$25MM AUM | $200,000 GDC in Mesa, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
317 days old
General
Location
Mesa, AZ, US
Listing Type
Find Successor
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$200,000.00
# of Accounts
30
Avg Client Age
50
Overview

$25MM AUM / $200K Gross Revenue / My business is comprised of a strong position in mutual funds and ETFs. Managed funds in individual stocks is a second, with a minor share in a annuities and long term care.

I'm not considering retirement for another 3-5 years but when I do, continuity is a strong must as my business does include a lot of friends and family.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...