Overview

Growing practice. Highly credentialed / experienced advisory team; principal is age 39 with 18 years in the business, independent since 5/2005. Strategic partnership relationships in place. Referral based business is developing quickly with a client niche. ~$15M-$20M new asset flow per year.

Looking to add qualified team members (prefer CFP's) and support staff. Looking to purchase books of business with strong recurring revenue.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...