Overview

Our firm is looking to acquire small to medium size firms in the primary markets that our parent, IMA Financial Group, has a presence. IMA Wealth is looking to leverage the strong relationships that the parent company has established in these locations. We operate in two primary areas, Wealth Management and Retirement Plan consulting. Insurance is a growing part of our business. Ideally, the acquired firm would be RIA only with exposure to one or both of these areas. We would also prefer that the acquisition would involve retaining advisers to assist in retaining assets and growing our firm. However, we would also entertain acquisitions that do not fit these criteria in certain circumstances.

Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...