Overview

Mostly fee based Practice of selective HNW individuals. Mutual funds make up the majority of investments, along with a couple of 401k plans and a mixture of Private Equity investments. PE is a strong differentiation in this practice. Looking to purchase a practice to grow AUM.

Market
Advisor/RIA
Last Activity
2 weeks

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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CRM Systems

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