Overview

We are looking to acquire an advisory firm where the Principal is looking to retire in the next 1-2 years or merge with an advisory firm with complimentary ideals and the ability to add additional capability depth to our current firm.

Last Activity
within 2 months

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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