$16MM AUM | $120,000 GDC in Rochester, NY

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Rochester, NY, US
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
50
Avg Client Age
50
Overview

I am part of a firm that has over $50M in assets under management. Looking for advisors with quality books of business that needs a successor - one who will take care of the clients and has a quality firm resources to provide top notch service.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...