$51MM AUM | $454,000 GDC in Delray Beach, FL
Member is Interested In:
I am an RIA with Schwab that is very experienced in purchasing and transitioning small firms. I have offices in Pittsburgh, San luis Obispo, Ca and Delray Beach, Fl. Very experienced going back to 1990 with a wonderful staff. Very customer centric. I believe i offer a lot to both a sellers clients and the seller himself in more than fair terms typically. Willing to provide proof of assets for purchase.