Overview

We are a high net worth wealth management firm based in NC with clients located in multiple states.

Looking to acquire existing fee only practices or advisors looking for succession plan for current business.

Market
Advisor/RIA
Last Activity
this week

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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