Overview

We are a multi-advisor wealth management firm with a focus on planning and a wholly owned investment management firm. We are interested in purchasing a small book of business from an advisor who is looking to exit the industry.

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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Resources
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