Overview

Looking to possibly acquire firms or books of business from firms.

Promenade Advisors LLC provides financial planning, investment advisory, and real estate advisory services to clients at all stages of the financial life cycle. Our clients are individuals, high net worth individuals, corporations, foundations, and endowments.

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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