Overview

Fee only planning and investment advisory practice in Katy, TX looking to either acquire the right practice(s) or merge with a smaller or similar sized firm where the owner(s) are looking to be part of a bigger combined firm or have mutual succession plans.

Market
RIA
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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Technology Solutions

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CRM Systems

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