Overview

$115MM AUM Seller/Merge/Succession/Continuity Opportunity in small town AZ. Hope to bring in
hard working advisor for eventual succession planning.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,528 days old

Business Data

Blurred Charts

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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