$4.5MM AUM | $158,000 GDC in Bozeman, MT

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
245 days old
General
Location
Bozeman, MT, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$4,500,000.00
Gross Revenue
$158,000.00
# of Accounts
80
Avg Client Age
50
Overview

We looking to purchase a practice to enhance and augment our current services. Currently, two advisors are employed and looking to add a couple more in the next 12 months. We are registered in MT and MN, but have clients in numerous states.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...