Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
General
Location
Whitefish, MT, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$12,000,000.00
Gross Revenue
$165,000.00
# of Accounts
15
Avg Client Age
50
Overview

Registered Investment Advisory managing business & individual assets for retirement and growth. I'm looking for a RIA business to purchase or merge with a 5 year window to own.

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