$45MM AUM | $750,000 GDC in Pasadena, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
370 days old
General
Location
Pasadena, CA, US
Profile Type
Join A Practice
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$750,000.00
# of Accounts
60
Avg Client Age
65
Overview

Advisor Listing - $45MM AUM Opportunity in Pasadena, CA

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...