Overview

We are an established RIA that also manages proprietary mutual funds. We are considering M&A as part of our growth strategy - and also as a potential part of our succession plan.

Market
Advisor/RIA
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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CRM Systems

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