Overview

$110M AUM $520,000 with 80% recurring revenue.
50% is fee based and 50% is 12B-1 trailer revenue and variable annuity trailer revenue.
The ideal buyer for this practice should be local to Wilmington or based in North Carolina. Majority of the client base is in North Carolina. Open to terms.

Last Activity
6 months or more
Listing Age
623 days old

Business Data

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Clearing Firm / Custodian

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