Tax Exempt Multi-Security Investors and Responders
Affluent High Net Worth Investors who have Inquired or Purchased at least two types of Tax Exempt Instruments, which includes Tax-Exempt Money Market Funds , No Load Mutual Funds, Limited Partnershsips, Municipal Bonds, Bond Funds or Annuities.
PROFILE Average Age: 56 Average Income: $84,000.00 Average Net Worth: $375,000.00
SOURCES Investment Questionnaires Direct Mail Seminar Attendees Telemarketing Proprietary Sources
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