Overview

My firm is looking to purchase a practice with a similar focus on financial planning and superior client service. We have the infrastructure and capacity to handle a purchase of up to $150,000,000 in assets. We currently have staff capacity and licensed financial advisors to accommodate a transaction with the correct seller. In addition, we have available office space to accommodate if staff needs to come over as part of the deal.

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...