Overview

Our firm is expanding and is looking to add new advisors with books of fee based AUM business. We are also interested in looking to purchase RIA firms. We currently have a presence in the Midwest and East Coast.

Last Activity
6 months or more

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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Resources
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