Overview

I have a mostly fee based discretionary practice with over 200,000,000 million dollars under management locally and 1.2 billion under management as a team. I own a building on 41 and I am looking to buy a practice or work on a succession plan with a advisor that is looking to retire in the next couple years. We have an unbelievable team with great processes in place and would love to have a conversation.

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Advisor/RIA
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this week

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