Overview

To learn about opportunities to merger my practice in with another practice or acquire another practice - my business is a independent wealth management practice with 90% fee based revenue with $50MM AUM and $600k in annual revenue with roughly 50 households. The practices core competencies are financial planning, investment management, lending, cash management, and retirement plans.

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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CRM Systems

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