Overview

$300mm independent wealth management firm looking to acquire or merge-in like minded firms that wish to develop and adopt to comprehensive planning, fee based business model.

Market
RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
Oct. 10, 2016

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...