Overview

Progressive, innovative RIA looking to purchase business from retiring advisor or sync up with forward-thinking professionals that have an eye on disruption. Wealth management in its current form is a dying business. Those that innovate with their fee structures, adopt latest fin-technology, and promote better client outcomes will be rewarded.

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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