Overview

Looking to buy existing RIA, our expertise in is fixed income, preferred stocks and leveraged portfolios. I do not use outside managers, mutual fund, only straight equity/ETFs. All work is done in house from managing the positions to meeting with clients.
Opened to buying a book of business, transitioning with existing broker looking to retire.


Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...