Overview

The client base is in New York and Florida. $30,000 is trail based 12B-1 revenue from mutual funds. Buying terms are flexible - 5 years away from complete sale. Exploring succession opportunities.

Last Activity
6 months or more
Listing Age
590 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Resources
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