Overview

We currently operate a highly efficient and expanding Financial Advisory business with an emphasis on Discretionary Portfolio Management and Financial Planning. We are currently in the process of on-boarding a new Financial Advisor/Partner which is expanding our capacity for additional investment households. We are seeking to acquire and service a quality book of business from a reputable Advisor who may be interested in retiring over the next 3-5 years, and believe there is a unique opportunity for a retiring Advisor to monetize their book of business.

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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