Overview

We are looking to aquire a select advisor's BOB with the advisor. We have a 30 yr firm that acts as a multi family office with about $250M AUM and expertise in the areas of; estate planning/lifetime wealth transfer and asset protection, wealth management, employee belefits (many of our client own or control businesses public and private) and external partners in the P & C Field.

Market
RIA
Member Level
Premier
Last Activity
today

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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