Overview

We are an independent Registered Investment Advisor and Trust Company with over $2.8 billion in client assets. We are looking to acquire a smaller regional RIA that meets our criteria in terms of demographics and existing technology.

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within 2 months

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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