Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
211 days old
General
Location
Calgary, AB, CA
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00 CAD
Gross Revenue
$1,000,000.00 CAD
# of Accounts
30
Avg Client Age
50
Overview

Looking to buy wealth management books or grow with mergers.

Business Mix Info

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Clearing Firm / Custodian

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Mutual Funds

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