Overview

Advisor Listing - $450MM AUM Merge Opportunity in Jupiter, FL

Looking for retiring advisors who have: A) Clients best interest as primary objective, and B) Advisors who understand the power and precision of sophisticated asset management to power client financial plans. ie. Not pie-charts nor Modern Portfolio Theory.
Future succession plan would enable all advisors to easily exit their book. We bring to the table 100 years of combined experience and a successful proprietary investment platform of individual equity sleeves with the ability to employ option strategies to hedge. Limited product involvement. Just straight forward unbiased investment advice built on reliable technical and fundamental analysis.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,308 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...