$10MM CAD AUM | $200,000 CAD GDC in Mississauga, ON

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
240 days old
General
Location
Mississauga, ON, CA
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$10,000,000.00 CAD
Gross Revenue
$200,000.00 CAD
# of Accounts
40
Avg Client Age
50
Overview

Looking to merge or acquire.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...