Overview

Some Complementary Financial Planning but mostly money management with technical analysis strategies. Clients are a primarily from the Aerospace and Biotech fields. I would like to find a business to buy that fits in with our fee only practice and add a person that preferably has a book.

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...