Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Heathrow, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$530,000,000.00
Gross Revenue
$4,100,000.00
# of Accounts
1,000
Avg Client Age
55
Overview

we are looking to add advisers and/or another acquisition that fits our business model.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...