$80MM AUM | $700,000 GDC in Boise, ID

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Boise, ID, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$700,000.00
Overview

We have acquired 4 practices thus far and feel we have have mature process that maximizes retiring brokers payout and clients transition. We would enjoy sitting down with you and understanding what is important to you. Kelly

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 Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...