Overview

Looking to acquire book of business from 50M -150M. We are 100% fee based with over 28 years in the business and have been independent since April 2009. We have two licensed branch managers in the branch and our branch office coordinator is in the licensing process (Series 7). We model a globally diversified portfolio of asset allocated investments to give our clients an appropriate risk/reward to grow their nest egg. We primarily invest in mutual funds with some exposure in stocks, and little to none in insurance/annuities.


Last Activity
within 3 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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