$5MM AUM | $100,000 GDC in Baldwin, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Listing Age
278 days old
General
Compatibility
Location
Baldwin, NY, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
75
Avg Client Age
58
Overview

The business is a small financial planning practice that prepares income taxes does retirement planning ,insurance and alternative investment along with individual stocks and bonds

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

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...