Overview

Restart for a 25 year veteran, looking to purchase a financial planning practice with minimum of 5mm in aum, max of 50mm aum. I'm not interested in any insurance heavy business', preference would have an average account size $250k as my business is focused on fee based asset management which includes financial planning as the value prop.

Market
Advisor/RIA
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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CRM Systems

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