$1,500MM AUM | $10MM GDC in North Little Rock, AR

Market
Advisor
Member Level
Premier
Last Activity
this week
Listing Age
56 days old
General
Listing Type
Buyer | Merge
Location
North Little Rock, AR, US
Fee 0% Commission 100%
Gross Revenue
$10,000,000.00
# of Accounts
7,500
Avg Client Age
65
Overview

Asset Manager, Back Office Support, Superior technology platform, compliance.

We are also do succession planning and contingency plans.
Valuation, deal structuring and M and A work

We clear thru all the major custodians.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...