Overview

$95m AUM RIA currently looking for opportunities to grow via purchase or merger. I've previously completed two separate and extremely successful succession book purchases / partnerships with fantastic results for all parties. I fully understand the process from all angles.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...