Overview

We are part of a multi-family office with UHNW clients in several different states. We are looking for possible mergers with successful offices in North and South Caroline, and Virginia.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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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Technology Solutions

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Resources
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