Overview

We are a holistic Retirement Planning firm, we are hoping to identify three potential types of relationships,

1) Transitional Advisors looking for succession in 1-5 years
2) Growth minded advisory firms looking to merge with a larger firm with capital to invest
3)smaller aum advisors that want a place to grow and focus on clients instead of business management,


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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Technology Solutions

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CRM Systems

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Resources
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