Overview

Our M&A strategy is to purchase firms and/or runaway brokers in the $25-$200 million AUM range and tuck them into our existing business. We are not interested in firms that generate revenue via commission. We are only interested in fee-based RIAs.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...