$40MM AUM | $400 GDC in Bedford, NH

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
117 days old
General
Compatibility
Location
Bedford, NH, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$400.00
# of Accounts
250
Avg Client Age
56
Overview

Continue to create a more valuable practice that consistently delivers excellent service and gives clients more investment options. Our goal is to make clients more efficient while educating them on their specific situation.

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

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...