Overview

We are an RIA that provides asset management to over 185 advisors around the country. We are looking to purchase books of businesses that are looking to sell or retire. We would leverage our network of advisors to introduce the newly purchased book of business to someone who is established in the local area and assist with financing, book transition and any other support needed.

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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