Overview

We offer a unique partnership that allows people to spend time on relationship building while we take over the investment management.

We hope to buy/partner with advisors looking to either sell or partner with an investment firm.

Seeking businesses with the following:
Over $15mm in AUM
Less than 50 clients
Over 50% of revenue fee based.

Last Activity
within 3 months

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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Resources
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