Overview

We are an independent firm, primarily interested in fee based accounts. Looking for acquisitions. We would possibly consider a merger if terms and synergies were in line. MM, UMA's, 401K, etc

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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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