$125MM AUM | $725,000 GDC in
We are a hybrid RIA looking for partners to help grow and scale our business. An ideal partner would be a local independent advisor with an established business model who is looking for succession options or additional support with servicing existing clients.
We have a qualified and experienced staff as well as long term relationships with local CPAs, estate planning attorneys, and property casualty agents that can be utilized for business growth.
We are open to having discussions on mergers and other partnership opportunities.