Overview

We are a recognized and established RIA in Sarasota for over 30 years. We are looking to potentially find like minded partners to merge with or purchase to scale. We own a financial building in the center of town which could also help facilitate and achieve some economies of scale. We have a few established strategic referral sources that need to be focused on even more.

Market
RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
734 days old

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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