Overview

Integrated independent investment management & public accounting firm to provide financial planning to high net worth
individuals and families. Looking to buy or merge in
a book that is both similar in nature and close proximity.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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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