Overview

$55m AUM RIA currently looking for opportunities to grow via purchase or merger. I've previously completed a successful succession plan with fantastic results for all parties. I fully understand the process from all angles.

Market
RIA
Member Level
Premier
Last Activity
this week
Listing Age
1,254 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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