Overview

Our business is predominately investment advisory, with close to $400m under management. We are looking to acquire or assist in the succession of another advisory practice. Generally, we lead with planning to uncover issues and then develop solutions.

Market
Advisor/RIA
Last Activity
this month

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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