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
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...