Overview

Owner of a financial planning and wealth management business that is looking to scale the business by purchasing or merging with existing advisors in the Carolinas. Currently have $160,000,000 AUM. $40,000,0000 of this is 401k plan business and the remaining are made up of individuals.

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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