Overview

I own an RIA and a insurance firm I'm looking to purchase firms of 10MM or less. Ideal books are Registered RIA's with no broker dealer affiliation. Preferable using SEI.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...