Overview

Full service financial planning firm with 20+ years in the business. I am interested in purchasing other smaller practices to grow my AUM. Current AUM $75,000,000 +

Last Activity
within 4 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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