Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
637 days old
General
Location
Perrysburg, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$30,000.00
# of Accounts
18
Avg Client Age
35
Overview

New young practice, seeking to purchase existing book of business to supplement organic growth efforts.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...