Overview

We are a growing practice with $450M under management and a desire to grow our practice. We currently derive 70% of our revenue from retirement plan advising, and the other 30% from individual wealth management. Looking to aquire book(s) of business and if the situation is right, will entertain having the selling advisor transition out over a 3-5 yr period

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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