Overview

Looking to buy mid-sized firms from someone exiting the business. Our firm is young and looking to grow by acquiring firms. We currently have two advisors and a staff of six very proud of our team and our story.

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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