$55MM AUM | $450,000 GDC in Nazareth, PA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Find Successor
Location
Nazareth, PA, US
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
350
Avg Client Age
50
Overview

I'd like to find a business to buy and incorporate into my own as I work to build out my fee based model.

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 Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...