Overview

I'm looking to acquire a book generating between $1,000,0000 and $5,000,0000 in annual revenue with approximately $100,000,000 to 500,000,000 AUM. I focus my current business on recurring revenue through advisory accounts, so I would prefer a practice that is either already structured that way or able to be converted to recurring revenue.

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...