Overview

I am seeking to either merge with or acquire a small to medium sized fee-based firm in the state of Arizona. I will need financing also. I would like a firm with a consistent revenue stream. I would like the average age client to be between 45-65. I would also like to have this practice have a Financial Planning & Insurance component, in addition to the fee-based business.

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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