Overview

We are a growing independent full service investment management firm seeking compatible practices to acquire into our practice. We are open to various options to include lump sum buyouts, continuing production payouts, or joining our team.


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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