Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
516 days old
General
Location
Pasadena, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$4,000,000.00
Gross Revenue
$100,000.00
# of Accounts
100
Avg Client Age
60
Overview

Looking to purchase existing AUM business of 15M to 25M . I am fee based but offer other services. I just feel this will be more effective than slowly building up to that amount. I have 30 years in the business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...