Overview

Midvale, Utah based Registered Investment Advisory practice 80% focused on Retirement plans wants to expand their wealth management business by merging or acquiring a practice. Our company has a huge back office and all technological tools needed. We currently have two employees half way through their CFP program.

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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