Overview

In business for over 15 years, primarily focused on Institutional Hard Assets. Looking to expand practice and acquire more Equity based clients either through Acquisition or Merger. Currently practicing with clients in 22 states across USA and have very high touch, high service approach. Willing to entertain seller joining firm for period of time or straight purchase. Have significant cash assets, so would be perfect match for someone looking for cash buyer.

Market
RIA
Member Level
Chalice
Last Activity
this week

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