Overview

My business current consists of 50% insurance and 50% investment business. I would like to phase out the insurance side and focus on the asset management. I'm looking for an opportunity to find a small to mid size AUM opportunity to help jump start the transition.

Last Activity
within 3 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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Resources
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