Overview

My Business partner and I manage about 200,000,000. We are looking to bring in outside practices looking for a succession plan. We have 4 advisors and 4 staff members at this time with another AFA advisor coming in May of 2017.


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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Resources
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