$100MM AUM in So. Glastonbury, CT

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
So. Glastonbury, CT, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
# of Accounts
100
Avg Client Age
50
Overview

We are a rapidly growing, family-owned RIA looking to continue growth through purchasing other practices or being part of their succession plan.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...