Overview

We are a wealth management firm with a traditional high net worth client business that has $2.2 billion in AUM. We are looking to grow our wealth management business by acquiring or merging with firms that could work well with our HNW business model.

Market
RIA
Member Level
Premier
Last Activity
this month

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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