Overview

A SAM based firm that focuses on investment management and financial planning. Annuities have been utilized in the past but for the past several years have been a very minor portion of the business. I am looking to grow my book of business through acquisitions. I have no desire to sell my book at this time. Merger opportunities are unlikely.

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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