Overview

Mostly a high net worth advisory business.
Always looking for opportunities to connect and grow.
I'm 66 and would love to find a merger partner to help run this business.
I also own a small Law firm, located next door, that specializes in Trusts and Estates. We also own a TPA pension business that helps our clients.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

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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