Overview

We're with a fast growing independent RIA with 4 locations in the greater St. Louis area looking to buy or merge with another book of business. My partner and I have over 40 years of collective experience and take a team approach to work with clients.

Last Activity
6 months or more

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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