$225MM AUM | $1.8MM GDC in Lexington, KY

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
Listing Age
90 days old
General
Location
Lexington, KY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
800
Avg Client Age
70
Overview

Buy practices

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...