Overview

Looking to grow via acquisition of a small to medium sized practice located in North Bay area of SF Bay Area. Growing firm with high touch service model and strong fee based financial planning and asset management business. Ideally looking to help advisor with exit plan over the next few 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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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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