Overview

I am looking to buy an existing book of business. Details on existing fund are available upon request, it is a little complicated as I would be purchasing this book of business with my father who has 30+ years experience in the money management industry. We are looking to make a purchase and are not interested in joining an existing fund. The typical fund would deal with mainly equities and fixed income, no insurance products. Looking for a minimum of $15MM AUM with a revenue of no less than $200,000/yr.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...