Overview

Looking to acquire books of business in the $20-200K annual revenue range in or near California. We are building out a multi-family office in Orange County with 4 specialist in the areas of Financial Planning. One stop shop!

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Last Activity
6 months or more

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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