Overview

We run a Forbes Ranked Financial Planning business in Red Bank. We currently manage over $300mil, and are looking to purchase a business. We have financing backed by a Fortune 200 Firm, and have done successful deals in the past. Also, looking for like minded advisors to add to the team.

Last Activity
6 months or more

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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Resources
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