Overview

I own a fee based advisory firm with $70m AUM and run two hedge funds with an additional $30 mil in assets. I am looking to acquire small CA based RIA's (10-40mil) that cater to accredited investors.

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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