Overview

RIA firm that operates under the "family office model" working with clients who have complex investment, tax and estate matters they need help with. Have approximately $22 million AUM as part of our advisory services. Interested in purchasing book from a retiring advisor or firm interested in working as a team, however would consider merging with a larger/smaller firm within our offices or bring on a producing rep or reps to eventually groom to take over practice in a few years as I embark on marketing to the select clientele we target.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks

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