$12MM AUM | $209,662 GDC in St Louis, MO

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
420 days old
General
Location
St Louis, MO, US
Listing Type
Seller | Merge | Find Successor
Fee 0% Commission 100%
AUM
$12,459,134.00
Gross Revenue
$209,662.00
# of Accounts
198
Avg Client Age
70
Overview

Contemplating retirement.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...