Overview

My business is comprised of predominately commission based assets but we are in the process of moving our clients to a fee based environment. We have roughly $85M under management and are looking to grow that number by double over the next 3 years.

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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Insurance Business

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Technology Solutions

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CRM Systems

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