Overview

We are interested in acquiring firms with 30 MM to 100 MM. We have a surplus of wealth advisors who have lots of capacity to proactively serve new clients. We also have an engaged and competent service team. We have impressive organic growth and are well positioned in human capital for an acquisition.


Last Activity
6 months or more
Listing Updated
April 8, 2024

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...