Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Raleigh, NC, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$5,000.00
# of Accounts
21
Avg Client Age
41
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.

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