Overview

We are an RIA, Family Office Services, Tax Advisory & Insurance Services Firm based in Dallas, TX with offices in Southern California, Minnesota, Tampa, FL & Colorado. We are seeking RIA, CPA & Insurance service firms looking to create strategic partnerships or succession plans for the practice.

Market
RIA
Last Activity
within 2 months

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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Technology Solutions

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CRM Systems

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