$12MM AUM | $75,000 GDC in Wyomissing, PA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Successor
Location
Wyomissing, PA, US
Fee 0% Commission 100%
Gross Revenue
$75,000
# of Accounts
200
Avg Client Age
57
Overview

I am 38 and looking to grow my book. If the right opportunity came along to acquire clients/assets in my general geographical area I would at least listen to any advsiors looking to sell their book of business. I am extremely hands on and I would need/want to analyze what I if anything I would be buying or investing in.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...