Overview

Looking to acquire practices that fit our model. Currently, run a fee-based practice with a focus on UHNW retail clients. Financial Planning and asset management are areas of focus. Part of a top 1200 Barron's team.


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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