$12MM AUM | $100,000 GDC in Edina, MN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Edina, MN, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
200
Avg Client Age
55
Overview

Looking to possible help out/merge or aquire a larger book of business over time.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...