Overview

We currently work with small to mid size 401(k)'s and wealth planning for individuals.

We are looking for a few smaller firms to merge with or acquire. Ideal individual/firm would be $10 - $30 Million AUM.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 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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Technology Solutions

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CRM Systems

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