Overview

We are a very young firm looking to expand. We provide excellent service and advice to our existing clients. We are seeking an opportunity to add more quality business to our existing client base.

Seeking: 5 to 7 million in assets owned by wonderful people.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
1,504 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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