Overview

We are a wealth management firm in Columbia, SC that works primarily with business owners. We have successfully acquired another RIA firm. We are looking for RIA firms that need a merger opportunity or direct succession plan in order to meet their future goals.


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within 4 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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