Overview

We want to buy or merge with practices. 80 million, planning and asset management. We are a high touch service minded group. We have a planner, portfolio manager, and business development manager on our team. Hence, we can service our clients with great attention, and we have deep relationships. We are growing substantially.


Last Activity
within 6 months
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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Variable Annuities

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Insurance Business

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CRM Systems

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