$50MM AUM | $1.8MM GDC in Chesterfield, MO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Chesterfield, MO, US
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
500
Avg Client Age
55
Overview

Precision Wealth Strategies engages in comprehensive fee based planning and wealth management. We have interest in looking into the process and possibility of growing the firm by purchasing a book of business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...