$70MM AUM | $372,000 GDC in Mount Dora, FL

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Succession
Location
Mount Dora, FL, US
Fee 0% Commission 100%
Gross Revenue
$372,000
# of Accounts
942
Avg Client Age
66
Overview

To get an idea of the value of my practice and also see what other practices might be available to purchase in my area.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...