Overview

Looking to sell or merge my RIA book of business of approximately $29 million AUM with revenue of $250k.
Current custodian is Schwab with most accounts in California.

Market
RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
44 days old

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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