Overview

We are a 1-owner RIA firm affiliated with a local CPA firm that is looking for growth through acquisition of books of business and complete firms. The goal is completion of a strategy to develop a full service financial services business in the tax preparation, planning and asset management arenas.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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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