Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
Profile Age
685 days old
General
Location
North Little Rock, AR, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,500,000,000.00
Gross Revenue
$10,000,000.00
# of Accounts
7,500
Avg Client Age
65
Overview

Asset Manager, Back Office Support, Superior technology platform, compliance.

We are also do succession planning and contingency plans.
Valuation, deal structuring and M and A work

We clear thru all the major custodians.

Business Mix Info

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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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