Overview

I am 49 yrs old and looking to grow. I like to work and would entertain any size practice in an acquisition. We are staffed to be able to grow meaningfully. We manage approximately $230,000,000 for our clients. We offer our clients comprehensive financial planning and wealth management.

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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