Overview

Client focused advisory firm looking to acquire practices that concentrate on fee based asset management (We currently have 110MM under management with 56MM in retail business for a total of 166MM). Roughly 60-65% of our business is fee based with the other 35-40% being tied to fixed annuities, life insurance, and LTC. We believe in comprehensive planning where all clients have fully written financial plans that are updated annually. We also use a network of CPA's and Attorney's for document prep and tax analysis to deliver the value that clients deserve.


Last Activity
this month
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...