$49MM AUM | $495,000 GDC in Grand Junction, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
96 days old
General
Compatibility
Location
Grand Junction, CO, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$495,000.00
# of Accounts
270
Avg Client Age
60
Overview

I am looking to acquire a book.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...