Overview

Advisor Listing - $450MM AUM Opportunity in Fort Wayne, IN
We are a financial planning based wealth management firm seeking to provide an exit strategy for firms with a similar approach and business culture. For over 30 years we’ve worked to offer our clients the best technology tools, trained and caring team members and knowledgeable, trusted advisors. We welcome the opportunity to start a conversation with you.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...