$3MM AUM in Stratford, CT

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Succession | Continuity | Successor
Location
Stratford, CT, US
Fee 0% Commission 100%
# of Accounts
263
Avg Client Age
65
Overview

Looking for younger person to complete joint projects

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

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...