$7.5MM AUM | $61,000 GDC in Tulsa, OK

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
147 days old
General
Compatibility
Location
Tulsa, OK, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$7,500,000.00
Gross Revenue
$61,000.00
# of Accounts
50
Avg Client Age
55
Overview

As an independent RIA the majority of my business will be managed fee based accounts. Currently I have an agreement with a local bank to act as their advisor of choice for their customer base. I hope to have the same agreement with two other local banks within the next 12 months. I also work with warranty reinsurance accounts. I am looking to buy a couple of books of business to help justify bringing on a couple of other advisors.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

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 Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...