$90MM AUM | $1.2MM GDC in Raleigh, NC

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
Listing Age
80 days old
General
Listing Type
Buyer | Merge
Location
Raleigh, NC, US
Fee 0% Commission 100%
Gross Revenue
$1,215,000.00
# of Accounts
525
Avg Client Age
60
Overview

A financial advisory firm working with individuals within 10 years from retirement or already in retirement. Our focus is on risk management and income planning.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...