Overview

Established Wealth Management and Financial Planning Firm looking to acquire practices in the San Diego area. Mostly managed advisory accounts, some annuities, and structured products. We have 4 advisors and have capacity to grow.


Last Activity
this week
Listing Updated
Jan. 9, 2024

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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