Overview

Looking to grow our 50 year old boutique firm overseeing in excess of $1B AUM and bring on/merge with other talented advisors.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
Nov. 4, 2015

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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