$90MM AUM | $1MM GDC in Paramus, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Paramus, NJ, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
300
Avg Client Age
62
Overview

we are looking to purchase a book of business.,would love for them to be part of lpl

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...