Overview

25 year old primarily fee based financial planning firm with $147M AUM looking to grow by acquisition. We have clients in 34 states and 9 countries. Actively searching for individual advisors that want to have a succession plan for takeover of their book upon retirement that want or need an exit strategy or other financial advisors seeking synergy of costs through merger


Last Activity
within 3 months
Listing Updated
Dec. 21, 2023

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