Overview

Looking to buy small to medium size 100m AUM give or take....I am a CFP and attempt to incorporate financial planning techniques in all households. I focus mainly on stock/bond portfolios; either fee based or transaction based. High touch.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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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