Overview

An independent hybrid firm with approximately 55.00% fee base and 45.00% legacy C share and annuity business. Currently $94 million in AUM and growing by approximately $10 million annually via new client acquisition. Would be interested in having conversations with both independent and wirehouse advisors either considering merger or succession.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...