$1.5MM AUM | $86,000 GDC in Orlando, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
268 days old
General
Location
Orlando, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$1,500,000.00
Gross Revenue
$86,000.00
# of Accounts
25
Avg Client Age
65
Overview

Looking for books of business for sale to provide continuity for clients. Could be aum or annuities with opportunity for conversion or cross sale.

Business Mix Info

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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