Overview

I am looking to purchase a practice or two to gather assets and create economy of scale. Looking for practices that primarily use mutual funds as investments for their clients. Prefer buying a practice that the owner is retiring and willing to stay on thru a 2 or 3 year transition phase.

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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