Overview

We are seeking to acquire an RIA with AUM of $50mm to $250mm. We are "fee-only" and do not offer commission based products or services. Our clientele are primarily Christians, so a cultural fit is a high priority.

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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Resources
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