Overview

We are a wealth management firm in Columbia, SC that works primarily with business owners. We have successfully acquired another RIA firm. We are looking for RIA firms that need a merger opportunity or direct succession plan in order to meet their future goals.


Last Activity
within 6 months
Listing Updated
Dec. 21, 2023

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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CRM Systems

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Resources
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