Overview

Seeking opportunities to grow in the local market through acquisition and possible merger. Ideal partner has a planning-focused practice with the majority of AUM in recurring revenue e.g. wrap fee accounts, insurance/annuties and UITs.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,213 days old

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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