Overview

Registered Investment Advisor seeking to expand client AUM via acquisition. Our business consists of comprehensive financial planning, asset management, insurance, annuities, and a diverse range of asset classes. We hope to expand our firm by finding synergistic opportunities between our firm, our current and newly acquired clients, and selling RIA's.

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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