Overview

I am looking to acquire another firm of similar size to my solo advisory practice ($5-$10MM AUM) with mostly fee based clients. A bonus if opportunities to cross sell for health, life or disability insurance, or medicare supplements as I am licensed in all of those areas and have a robust insurance component to my business. I pride myself on being independent and not captive to one solution over another, and in constructing suitable recommendations and investment solutions that are tailored to each situation/investor.

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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