Overview

Experienced advisor team, 4 advisors, 3 service professionals. Experienced in acquisitions and roll-ups and succession planning.
Would like to acquire a book to increase AUM and financial planning of current business. Currently providing holistic planning including investment advisory services, tax and insurance planning . Timing is ASAP.

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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