Overview

We are a Tucson, AZ based RIA (with a relationship with Mutual Securities for broker dealer business). We do business in Arizona and many surrounding states. We have approximately 20 financial advisors and about 40 employees total (including advisors). We are interested in talking to practices that would benefit from joining a larger group to have improved infrastructure and economies of scale. We're seeking "win-win" merger or acquisition opportunities.

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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