Overview

Asset Management: Active portfolio management using equity, fixed income, and derivatives suited to client specific needs. Emerging practice looking to acquire assets of practices that are selling. Goal is $50-100MM in AUM through acquisition and investment growth.

Market
Advisor/RIA
Last Activity
within 6 months

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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