Overview

business consists of higher net worth investors, mostly accredited, long term investors. building risk-reward portfolios in liquid assets but adding Private Equity opportunities where appropriate. looking to buy a business to increase AUM and fee based income.

Last Activity
6 months or more

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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Resources
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