THE ACTIVE INVESTOR - MUTUAL FUND & BROKERAGE ACCOUNT HOLDERS Mailing List

This database offers marketers a comprehensive listing of individuals who own mutual funds and have brokerage accounts. These active investors are looking to build their portfolios and have opened these accounts which allow them to purchase shares of a variety of mutual funds. These funds are professionally-managed collective investment vehicles that pool money from many investors to purchase securities. This database has been overlaid with numerous demographic selects. Whether you’re looking to reach a younger demographic new to investing or older individuals planning for their retirement, this database allows you to tailor your message to your best prospects.

SEGMENTS COUNTS THROUGH 05/14/2025
4,356,446 TOTAL UNIVERSE / BASE RATE $85.00/M
  > PHONES     + $15.00/M
  NON-PROFIT/FUNDRAISER RATE     $75.00/M
  -------------------------------    
 1,089,112 EMAIL DEPLOY - MIN. 7,500 + SETUP/SUPPRESSION     $125.00/M
 1,089,112 EMAIL RELEASED     $175.00/M
DESCRIPTION
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This database offers marketers a comprehensive listing of individuals who own mutual funds and have brokerage accounts. These active investors are looking to build their portfolios and have opened these accounts which allow them to purchase shares of a variety of mutual funds. These funds are professionally-managed collective investment vehicles that pool money from many investors to purchase securities.

 

 

This database has been overlaid with numerous demographic selects. Whether you’re looking to reach a younger demographic new to investing or older individuals planning for their retirement, this database allows you to tailor your message to your best prospects.

 

 

These investors are an excellent audience for all types of investments including mutual funds, annuities, stocks & bonds, as well as insurance offers, financial periodicals, real estate and more.

 

Deliver your message to these Active Investors today!

 

 

ORDERING INSTRUCTIONS
POPULARITY: 98
MARKET: CONSUMER
CHANNELS: Mailing List Email List Telephone List  
SOURCE: DIRECT RESPONSE, COMPILED LISTS 
PRIVACY: UNKNOWN 
DMA?: YES - MEMBER
STATUS: STANDARD PROVIDER
GEO: USA 
SELECTS
BUYER ACTIVITY   $10.00/M
BUYER PRODUCT CATEGORY   $10.00/M
CHARACTERISTICS   
DEMOGRAPHICS   $5.00/M
DONOR   $10.00/M
EMAIL MESSAGE SETUP   $100.00/F
EMAIL SUPPRESSION FILE   $200.00/F
FAMILY   $5.00/M
FINANCIAL   $10.00/M
GEO SELECT   $5.00/M
HEALTH INTEREST   $10.00/M
LIFESTYLE AND HOBBIES   $10.00/M
PROPERTY   $5.00/M
SPORTS INTEREST   $10.00/M
TRAVEL INTEREST   $10.00/M
ADDRESSING
KEY CODING  $2.00/M
EMAIL DELIVERY  $25.00/F
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