Overview

We are an existing RIA platform seeking to expand. We have committed capital and a deep bench of operators experienced in the Investment Management industry and we are focused on identifying and acquiring one or more RIAs where the experience and capabilities of our team can compliment existing client-advisor relationships and where implementing smart technology can lay a foundation for future asset growth.

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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