$200,000MM AUM | $1,785MM GDC in San Diego, CA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
San Diego, CA, US
Fee 0% Commission 100%
Gross Revenue
$1,785,000,000.00
# of Accounts
700
Avg Client Age
65
Overview

We are a growing practice and wish add to our growth ambitions by way of acquisition.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...