Overview

Fifty year old investment management firm looking to expand our wealth management for ultra high net worth private clients through bringing on another financial advisor or purchasing another practice. Asset allocation focus with high levels of client service.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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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