$10MM AUM | $100,000 GDC in Mcdonough, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
436 days old
General
Location
Mcdonough, GA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$100,000.00
# of Accounts
50
Avg Client Age
50
Overview

Retirement planning with a mix of 401ks, annuities, stocks, bonds and insurance. I am looking to purchase a book of business in the next few years.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

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

CRM Systems

Blurred Blurred Blurred Blurred

Loading...