Overview

Wealth management business with a high avg client asset total, no products and all fee based business. Looking to acquire similar companies with excellent fundamentals and policies.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Member Since
March 4, 2016

Business Data

Blurred Charts

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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