Overview

We manage a mid size RIA business. Fees for planning projects and AUM. We are looking to acquire commission based mutual fund using advisors who don't have a succession plan and want to 1) protect their clients from losing a relationship 2) collect some value for the firm the built 3) grow their business 4) add to the financial planning services their clients receive

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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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