$10MM AUM | $12,000 GDC in Decorah, IA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
144 days old
General
Compatibility
Location
Decorah, IA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$12,000.00
# of Accounts
75
Avg Client Age
65
Overview

Continue to grow my practice

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...