$90MM AUM | $500,000 GDC in Seattle, WA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
438 days old
General
Location
Seattle, WA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$500,000.00
# of Accounts
100
Avg Client Age
60
Overview

Advisor Listing - interested in Merge or Acquire Opportunities in the greater Seattle area.

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 Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...