$65MM AUM | $650,000 GDC in Greenwich, CT

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
235 days old
General
Compatibility
Location
Greenwich, CT, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
300
Avg Client Age
55
Overview

I'd like to purchase business like ours to hopefully merge into our existing offices.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...