Overview

An RIA with their own investment management style and portfolio. Very small amount (2%) of insurance business. There are 3 active partners in the business. Entertaining successors and/or potential buyers.

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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