Overview

Interested in acquiring / merging firms. Just surpassed $100MM in AUM. 70% Fee Based remainder is mix of Financial Planning, Insurance, trails, Annuities.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
1,412 days old

Business Data

Blurred Charts

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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