Overview

I have a practice the has two main focuses. I work with employer plans, and I help mid to large business' in succession planning, and in turn work with high network investors. I am looking to add AUM through buying a practice one day. I'm interested in looking at how this company values practices, and what value they can bring in helping me purchase one.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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