Overview

As a newer RIA (just over 1 year) and breaking away from a large financial services company, I am looking to help grow my business through acquiring a (or multiple) smaller firm(s). I want to continue to provide a high touch, service oriented model to my clients. I would ideally partner with the new firm for 1-2 years in order for clients to have comfort with the transition.

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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Resources
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