$15MM AUM | $150,000 GDC in Phoenix, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Phoenix, AZ, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
30
Avg Client Age
60
Overview

Saw an email from your firm regarding a practice looking for successor in Montrose, CO

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

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...