Overview

We are looking buy smaller books of business. We have bought several smaller books over the past few year and made the seller's clients transition almost seamless. Personal client serve is our strong point. Every client making the transition will have a personal touch during the process.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Resources
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