Overview

Employee owned RIA with AUM of $2 billion. Manage our own Mutual Funds, a public MREIT, and a private farm REIT (not included in AUM).
Historically, we have been primarily an institutional management firm.
We are looking to merge with one or more successful but smaller RIAs who alone or together take the authority and ownership of taking our firm into new lines of business which complement their existing RIA activities.
We believe (1) the compensation and ownership structure is exceptional, and (2) this structure is safer for the right people oriented executives who want to expand and enhance their core businesses.

Market
RIA
Member Level
Premier
Last Activity
this week

Business Data

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