Overview

Boutique retirement planner and investment adviser, retiring soon and wish to leave clients in good hands. The small number of high-net-worth families capable of bringing additional assets to the right advisory team. A near term closing and cash sale is optimal.

Last Activity
2 weeks
Listing Age
278 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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Resources
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