Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Buffalo, MN, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$128,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
2,000
Avg Client Age
60
Overview

85% advisory fee 15% trail commission practice. We would like to see what similar practices are valued at and what the terms are in case we are in the market to buy out a firm.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...