Overview

Looking to grow practice through acquisitions and develop a succession plan. Currently, small, growing RIA practice focused on providing a high level of investment management and financial planning. Approximately $300k annual revenue, 70 clients. Also, primarily focused on healthcare professionals and firms, but are looking to expand to additional industries as an ERISA 3(38) manager to mid to large employer plans.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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