$35MM AUM | $300,000 GDC in Indialantic, FL

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Indialantic, FL, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
385
Avg Client Age
70
Overview

Mostly third party managed accounts. Favor defensive, tactical strategies for asset protection/capital preservation. A significant number of variable annuities on our books that are third party managed. Very few with living benefits and asset restrictions.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...