$26MM AUM | $185,000 GDC in Saint Petersburg, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
375 days old
General
Location
Saint Petersburg, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$26,000,000.00
Gross Revenue
$185,000.00
# of Accounts
120
Avg Client Age
68
Overview

I am focusing on only fee based business using Mutual funds, ETF's and sprinkling of stocks. I run financial plans for all my clients to uncover areas that I may provide value with tax efficiency or insurance products.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...