Overview

I built and own a boutique independent fee based Wealth Management Firm and 401(k) Advisory Firm and I am interested in acquiring similar firms located in the metro DC area. I have been in the business for over 28 years and interested in acquisition and or merger opportunities.

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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Resources
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