Overview

Investment management/advisory practice focused primarily on market risk management and assessment for which clients pay an asset based fee. I am interested in adding to my current practice by purchasing a practice with a similar focus.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

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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Technology Solutions

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CRM Systems

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