Overview

Hello, we are an independent investment advisory firm located in Tucson. We have purchased eleven practices within the past sixteen years. We manage ~$240mm with four advisors and a staff of four. Our advisors are multigenerational, so our succession plan is in place. We have excess capacity and a strong desire to grow. We would be open to purchasing practices, either all at once or piecemeal. Please give me a call, Bart Schannep at ___-___-____ or ___ to discuss.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months

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