Overview

We are looking to buy a practice. We are partnered with a CPA firm and manage clients assets conservatively to moderately aggressively - primarily thru shorter term bonds (laddered up to 10 years maturity), actively managed as well as index funds, at times reit's & div stocks.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...