Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
412 days old
General
Location
St George, UT, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$150,000.00
# of Accounts
135
Avg Client Age
55
Overview

Looking for books of business to buy to expand business

Business Mix Info

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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