$65MM AUM | $1.4MM GDC in Baton Rouge, LA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Baton Rouge , LA, US
Fee 0% Commission 100%
Gross Revenue
$1,400,000.00
# of Accounts
180
Avg Client Age
62
Overview

My firms focuses on a high level of client interaction and service. We are highly independent and are focused on continuing to learn , question and innovate our process. Goal is to be at 150 AUM in 4 years. We would considering purchasing another firm if it were in Baton Rouge, Lafayette, or New Orleans.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...