$100MM AUM | $400,000 GDC in The Woodlands, TX

Market
RIA
Member Level
Basic
Last Activity
this week
Listing Age
35 days old
General
Compatibility
Location
The Woodlands, TX, US
Listing Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
400
Avg Client Age
55
Overview

Financial Planning Practice

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...