Overview

Want to set up a succession plan in case I decide to retire or my health prevents me from working. No interest in merging or selling my practice until 2020. My business partner & I have over $130 mil AUM and want to hire experienced advisor to work with us on a succession plan to take over our practices when we retire.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...