Overview

We are a growing RIA that would like to acquire others RIAs in the 50 million to 150 million AUM range. We have no BD affiliation and manage our clients' money using ETFs. Ideally, we would maintain the personnel and advisors.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...