Overview

I have been a portfolio manager in the past and recently I started an RIA to manage money for friends and family. I would like to grow the business and the best way is by acquiring another business at a reasonable price. I am hoping I can find a business on this site.


Last Activity
within 6 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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Resources
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