Overview

Independent RIA with $190 million AUM and 2 owners, wishes to acquire:

1. Younger financial professionals with a book of business for succession purposes.
2. Mature practices from a retiring professional for immediate increases in AUM.

We are primarily fee-only but with a small B-D business, so technically a hybrid. We do both comprehensive financial/life planning and investment management in-house, having both CFA and CFP professionals on staff.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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