$50,000 AUM | $460,000 Rev in
We are a boutique financial planning practice focused on the unique needs of small and family business owners and their loved ones. We are looking at opportunities to add like-minded advisers to our practice via acquisition or merger. Our near-term goal is to become SEC registered.
If you are committed to planning, already have at least $5MM un RAUM, then we would be delighted to talk with you.
BSG Advisers CRD 297243