Overview

75% of the practice is mutual funds and 25% variable annuities, mostly recurring revenue. AUM is $27.5 million. Purchase terms are negotiable. Most of the client base is in Arizona, clients also in California, Nevada and Alaska.

Last Activity
this week
Listing Age
515 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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