Overview

Business is primarily individual wealth management and planning with a portion in 401k advisory. GDC is excess of $400k on $80-85mm in AUM. Hold CFP and AIF certifications. Looking to add to business through modest acquisition.

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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Technology Solutions

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CRM Systems

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