Overview

Our business is made up of a 30%/70% institutional/HNW clients. We are very process and procedure based. We are interested in acquiring RIA's that are looking to retire or establish a succession strategy and care that their client base will be taken care of.

Market
Advisor/RIA
Last Activity
within 3 months

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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