Overview

We are interested in discussions with other firms interested in succession plans, selling or merging their practice. We are principally fee-based advisers using Dimensional Funds and also maintain a broker-dealer relationship, including insurance products.


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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