$8MM AUM | $39,000 GDC in Missoula, MT

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
296 days old
General
Location
Missoula, MT, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$8,000,000.00
Gross Revenue
$39,000.00
# of Accounts
89
Avg Client Age
53
Overview

I live in and serve clients in Western Montana. I would like to grow my business and assets under care through a succession plan or acquisition of an existing book of clients from an advisor leaving the business.
Thank you.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...