Overview

We are a boutique RIA with two advisors in their mid-40s and one business development person. We have grown organically and steadily, and we're looking to find an advisor, broker, or firm that is looking to transition out of the business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
1,163 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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CRM Systems

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