Market
RIA
Member Level
Premier
Last Activity
within 3 months
Profile Age
491 days old
General
Location
Greenville, SC, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$1,200,000.00
Gross Revenue
$12,000.00
# of Accounts
36
Avg Client Age
35
Overview

I am looking to buy books from advisors who want to retire. I am a fee only financial planner and all of my firms revenue is through managed money. I can make a very appealing offer, Just call at ___-___-____ to discuss more.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...