$10MM AUM | $307,000 GDC in Albuquerque, NM

Market
Advisor
Member Level
Basic
Last Activity
this month
Listing Age
55 days old
General
Listing Type
Buyer
Location
Albuquerque, NM, US
Fee 0% Commission 100%
Gross Revenue
$307,000.00
# of Accounts
1,200
Avg Client Age
65
Overview

I hope to learn about business valuation, as I contemplate my strategy going forward

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...