Overview

Looking to acquire fee based firm with 20 to 250 million of AUM utilizing institutional mutual fund or ETFs. . Seller can remain or exit over time. Ideally, the firms investment strategies can integrate well with our technology and practice resources.

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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