Overview

Mostly commission based, 1/3rd mutual funds, 1/3rd variable annuities and the remainder is alternatives.

The bulk of the client base is located in Maryland, some in Colorado, Ohio, Nebraska, Florida, Pennsylvania and West Virginia.

A merger/succession is a possibility or potential outright sale.

Last Activity
6 months or more
Listing Age
2,340 days old

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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Resources
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