$3MM AUM | $36 GDC in Clive, IA

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
317 days old
General
Compatibility
Location
Clive, IA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$36.00
# of Accounts
55
Avg Client Age
65
Overview

Looking to grow book of business after recent relocation. 26+ years in Investment advisory business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...