Overview

Looking to sell a book of business in the 55mm AUM range
100% fee based
30 households
275-300k revenue

Market
RIA
Member Level
Basic
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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