$1MM AUM | $220,000 GDC in Dierks, AR

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
357 days old
General
Location
Dierks, AR, US
Listing Type
Seller
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$220,000.00
# of Accounts
300
Avg Client Age
60
Overview

One man operation with office on major highway. Selling mostly fixed annuities, life insurance and Long Term Care. About $1 million in managed money, this area could explode here. Office and all files are included and priced to sell due to my wifes health and my age of 67. Looking to see what my options are, would consider selling or merging allowing me to move out of the business by age 70

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

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...