Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Walnut Creek, CA, US
Profile Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$600,000.00
# of Accounts
200
Avg Client Age
60
Overview

Looking to purchase a local business oriented as we are to managed money (ourselves and 3rd party) with a mix of mutual funds and variable annuities.

Business Mix Info

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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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Technology Solutions

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CRM Systems

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