Overview

Modern Thought Management is an accounting and business consultancy firm which services corporations, closely held companies, high net worth individuals, and trusts. We service clients with an aggregate net worth of over US $4.5 billion.

By registering with Succession Link we are looking to potentially acquire existing Financial Advisory and Financial Planning businesses in order to diversify our business practice and to explore new potential revenue channels.

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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