Overview

We are a group of Three producers age 30 - 64

We would like to acquire a practice that has AUM we would like to increase our fee based business.

One of our partners has 400,000,000 million under management which I did not include above.

If the selling firm uses third party managers such as AssetMark,SEI,G,W,K all the better it makes a easier transition.
Will consider any size up to 100 million AUM.

Last Activity
6 months or more

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