Overview

23 year old primarily fee based financial planning firm with $115M AUM looking to grow by acquisition. We have clients in 31 states and 9 countries. Actively searching for individual advisors that want to have a succession plan for takeover of their book upon retirement that want or need an exit strategy or other financial advisors seeking synergy of costs through merger

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...