$80MM AUM | $600 GDC in Scottsdale, AZ

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Succession | Successor
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
Gross Revenue
$600.00
# of Accounts
350
Avg Client Age
62
Overview

Looking for a possible merger or succeed an advisor in the Suburban Washington DC area.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...