$64MM AUM | $400,000 GDC in Murrysville, PA

Market
Advisor
Member Level
Premier
Last Activity
today
Listing Age
174 days old
General
Location
Murrysville, PA, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
375
Avg Client Age
60
Overview

We are looking to buy books of business or merge. Possible up front funding and then sell your book to us. Possibly a double pay day. Especially if you are banking investment advisor.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...