Overview

Financial planning an advisory practice that has grown from $20 mm in assets to $195 mm in assets since 2009. We are looking to purchase other wealth management practices and/or provide a succession plan for an advisor or advisors.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months

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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Insurance Business

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CRM Systems

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