Overview

Our firm is looking for books of business that are at least $20 million in AUM and generate at least half their revenue from advisory fees. We are very flexible on the time and payout structure. We want to create a win win for both sides.

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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