Overview

We are a large regional firm Wealth Management with a substantial book of qualified retirement plan assets. We are looking to acquire practices who derive at least a third or more in revenue from qualified plans. We have retirement plan clients located throughout the US.


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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Mutual Funds

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Variable Annuities

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Insurance Business

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Resources
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