Overview

Independent financial advisory firm with $50M AUM. We're looking to buy books of business in the Los Angeles and/or NYC areas. Also open to bringing in advisors who would like to join a larger firm with marketing and sales support.

Market
RIA
Last Activity
within 4 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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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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