Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Profile Age
627 days old
General
Location
Thousand Oaks, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$51,000,000.00
Gross Revenue
$425,000.00
# of Accounts
150
Avg Client Age
68
Overview

Advisor Listing - $51MM AUM Opportunity in Thousand Oaks, CA

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...