Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
412 days old
General
Location
Schofield, WI, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$80,000.00
# of Accounts
400
Avg Client Age
50
Overview

Mid-career advisor looking to buyout an advisor or merge with a retiring advisor looking to downsize/retire in the future.

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

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...