$13MM AUM | $92,000 GDC in San Francisco, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
San Francisco, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$92,000.00
# of Accounts
156
Avg Client Age
52
Overview

I am building up my business and would like to have a good buy opportunity.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...