$170MM AUM | $1.4MM GDC in Anchorage, AK

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Anchorage, AK, US
Fee 0% Commission 100%
Gross Revenue
$1,380,000.00
# of Accounts
275
Avg Client Age
55
Overview

RIA, Planning centric, Looking to expand further into Fairbanks, Kenai, and Anchorage. We have experience in succession planning and transitioning advisors and clients.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...