Overview

We're looking to acquire firms and add IA's & RR's to our organization. We've got 2 RIA's that operate across the country with concentrations in Connecticut, Atlanta, Hawaii, New Hampshire, Michigan and Atlanta. We currently have space for people in CT. We've got a Broker/Dealer in San Francisco and are active money managers open to accreditive deals where all parties win. We've got very long term client relationships and are fiercely independent thinkers.

Last Activity
within 4 months

Business Data

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