Overview

A growth oriented private wealth advisory firm in Tarrytown, NY looking for full or partial practice acquisitions to integrate into our highly successful infrastructure. We are looking for opportunities in the New York, New Jersey and Connecticut areas.


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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