Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Southlake, TX, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$55,000,000.00
Overview

We are a financial planning firm looking to grow our business by acquiring smaller books of business. We have a team in place and are focusing on buying books of business from advisors that know their books are worth something but at the same time don't want to spend the time to build the book to a point that can support a family.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...