Overview

Large multi-state RIA with almost 250 advisors in 13 offices across 5 states (Arizona, New Mexico, El Paso/TX, Kansas and Missouri). $10 billion of AUM's, over $50 billion of Life Insurance in-force and $70 million of revenue.

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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Resources
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