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

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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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Resources
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