Overview

Successful fee-only wealth management business looking to acquire like minded advisors who would like to gradually transition out of the business. In addition, we are interested in exploring relationships with advisors who would like to outsource their day to day administrative responsibilities which will allow them to focus on building client relationships and referral opportunities.

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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