Overview

I am seeking to acquire 50%-100% of an existing RIA business. Ideally, I am interested in offering a comprehensive financial planning, insurance and money management solution. I can bring PM skills, analytics and energy to grow the business. I am a CFA, CFP, equity & credit analyst and was sole PM of a successful hedge fund.

Last Activity
within 6 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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Variable Annuities

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Insurance Business

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