Overview

I have a small advisory practice at this time, complimented with a very large business insurance marketplace. I want to buy/acquire some AUM to supplement what we do on the business planning side of the practice.

Market
Advisor/RIA
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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