$163MM AUM | $1.6MM Rev in
RIA looking to expand. Will discuss merging with a succession plan, provide an avenue for acquisition of your business, join with an economy of scale. We will provide all the back-office support if you just want to interface with the client. We can provide technology, compliance, marketing, office staffing, Financial Planners and an extensive portfolio of investment options. We are a full-service RIA and can provide an avenue for you to meet your goals.