$3MM AUM | $90,000 GDC in Scottsdale, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
98 days old
General
Compatibility
Location
Scottsdale, AZ, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$90,000.00
# of Accounts
50
Avg Client Age
30
Overview

I have a small personal Insurance and fee based managed money practice with a focus on planning.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...