Overview

We are looking to acquire a book or some portion of a book of business in the RI, CT, MA area under 50 million of AUM. We are a growing business with 3 advisors with a combined 50 years of experience all working in somewhat different capacities for a common goal from admin, retirement plans and asset management.

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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