Overview

We have a wealth management program across three business lines--Trust, RIA and Brokerage--totaling $345 million in AUM in our brokerage and RIA practice. We are looking to expand our business as well as bring in additional capacity.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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