Overview

Interested in acquiring wealth management practices in the DC, MD and Northern VA area through either an outright purchase, merger or as part of a retirement or succession plan. My team is part of a larger independent RIA that manages over $12B in assets and can finance purchases internally.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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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