Overview

I am part of an independent RIA in Columbus, OH looking to acquire a book of business in Ohio if it seems like a good fit. A good fit would be an established book of business that is primarily AUM fee-based that could easily be transitioned to our RIA/BD.

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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