$30MM AUM | $300,000 GDC in
Boutique Wealth Management and Financial Planning firm with a strong technology and custody platforms. Looking to grow by acquisition if the culture and people fit. Also, will provide a platform and infrastructure for 1-2 advisors who wish to join an existing RIA and want to own their own book but be a part of an established firm.
We have grown organically and would like to move to our next growth chapter by acquiring or providing a succession plan to another RIA or advisor's practice. We have clients in multiple states with a core concentration of HNW clients and managed trusts accounts. We custody assets with TD Ameritrade Institutional and Schwab Institutional.
The caveat is the culture and people have to be "right." Principal, managing partner has 23 plus years experience. Two additional investment advisors give our clients great service and resources.