Overview

RIA manages $45,000,000 and Insurance entity manages $130,000,000 in FIXED annuities. Entire practice is for sale. I would like a to be acquired by a like-minded firm; similar in culture and investment philosophy. We believe in asset class investing and a comprehensive advanced planning approach (estate, tax, insurance, charitable giving) towards successful financial and lifestyle goals.

Last Activity
6 months or more
Listing Age
1,991 days old

Business Data

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Clearing Firm / Custodian

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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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