Overview

RIA with financial planning and investment management. Looking to enhance the team with either a merger with a smaller firm or a purchase by a larger firm. Hope to start conversations with firms that are interested.

Last Activity
this month
Listing Age
631 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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Resources
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