Overview

Looking to aquire small firms who are ready to hand their clients off to a boutique invesment advisory firm. We are looking to grow through organic growth, referalls and small aquisitions with firms who have a like minded approach to investing and client service.


Last Activity
within 2 months

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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