Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 2 months
Profile Age
301 days old
General
Location
Kelowna, BC, CA
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$16,000,000.00 CAD
Gross Revenue
$100,000.00 CAD
# of Accounts
100
Avg Client Age
50
Overview

Looking to purchase/merger in any of the interested areas as I travel consistently as well. open to all areas that involve expansion.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...