Overview

Hybrid model Wealth Management Firm located in Monmouth County, NJ. interested in purchasing or merging with a fee based asset management practice to increase revenue and develop a succession plan.. Primarily interested in a practice where assets are managed by Third Party Asset Managers like Asset Mark, SEI, etc., as well as offering Annuity, Mutual Fund, Insurance and Financial Planning.

Last Activity
today

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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CRM Systems

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