Overview

Hybrid RIA firm looking for potential purchase or merger candidates. 98% RIA, 2% BD. Team based environment with internal portfolio management. Service oriented with a "client comes first" mindset.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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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