Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
538 days old
General
Location
Jefferson, IA, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$54,000,000.00
Gross Revenue
$245,000.00
# of Accounts
650
Avg Client Age
62
Overview

We're looking to purchase, sell, merge, or find a successor for a long-time established book of financial advisory business in central and west-central Iowa.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...