Overview

Looking for books of business for sale to provide continuity for clients. Could be aum or annuities with opportunity for conversion or cross sale.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

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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