Overview

I have a small independent practice that I founded 11 years ago. I currently groos approximately 300k per year with 100% commission. 100k Brokerage and 200k annuity and insurance business. I would like to acquire or merge with another practice in hope of building and converting my practice to a AUM model in the future.

Market
Advisor/RIA
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...