Overview

A predominantly Advisory Fee (managed money) practice with a strong emphasis on Strategic Asset Allocation. Built to be scalable. Over twenty six years experience in the field. I am looking to BUY a successful similarly modeled practice from a seller who values client relationships and integrity. Also will consider a merger of a newer, less experienced advisor looking to add depth to their existing practice ($10M-20M).

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Resources
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