$30MM AUM | $200,000 GDC in Anna, OH

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Anna, OH, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# of Accounts
500
Avg Client Age
55
Overview

I own and operate a full-service financial planning firm with 1 full-time and 1 part-time employee besides myself. I would like to be aware of opportunities to buy an existing book of business in my general area.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...