Overview

We are a financial planning and wealth management practice made up of 3 advisors, 2 staff and a COO. We have experienced rapid growth over the last 10 years, organically and through two targeted acquisitions. We have come to recognize that there is a wave of mergers and acquisitions in our industry and we are looking to find partners with complementary skills to potentially merge with. Seeking merger candidates in the $50m to $350m size range.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...