Overview

My business is a high growth practice that is trending toward fully Fee Based or Fee Only. I am a very strong CFP/financial planner with a CPA background. I am primarily looking for small practices to consider merging into ___ the $5mill to $25mill AUM range.

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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