Overview

We have a wealth management firm and would like to buy smaller firms ready to retire or do something different

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Member Since
May 19, 2016

Business Data

Blurred Charts

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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