Overview

Long standing, well respected Investment advisor handles individually managed accounts that hold selected high quality stocks and bonds.
Looking for an opportunity to either combine or purchase a similar business that shares our business philosophy and interest in building the advisory business with high touch client services.
Looking to speak with advisors with 30MM to 175MM AUM that want to join us in working in Greenwich. Also looking for younger advisors to join us who want to build their book and career in a stable professional environment.

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

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