Overview

The Business is based on in depth financial planning. Our AUM is mostly managed via money managers and other platforms that we monitor constantly . There is a %of AUM that is invested with individual fixed income . Very small % of annuities . Looking to acquire a business that is in linebwithnour Financial Planning and our Fee based strategies .

Market
Advisor/RIA
Last Activity
within 2 months

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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Technology Solutions

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CRM Systems

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