Overview

We are a very active CPA firm with a separate branch independent RIA. We engage with a third party money manager. Great opportunity for growth and potential strategic relationship with our CPA firm for referrals. There is plenty of opportunity for upside for the right person.

Last Activity
this month
Listing Age
42 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...