Assets

Assets are considered books of business, groups of brokers, branch offices, and other revenue generating vehicles.  Purchasing an asset is often more efficient and streamlined than buying a FINRA member firm or RIA.

T 4001  Just over $14 Million in Brokerage Assets concentrated in southern California. Asset composition is $7.3 million Index Annuities; $2 million Mutual Funds; $2 million Guaranteed Real Estate Notes maturing soon; $800 thousand Other Liquid investments; $100 thousand annual premiums Life Insurance ($4 million face
value); $2 million liquid Money Under Management. Selected assets in this portfolio are generated trail and 12b-1 fee income.  This is a turnkey purchase opportunity.   Attractively offered at $375,000.  SOLD

See Privacy, Terms, & Disclaimers



Tel: 407-696-9600

Fax: 407-774-0005