$59MM AUM | $750,000 Rev in
High Service Level, High Performance RIA firm with 97% customer retention is looking for potential acquisitions/mergers.
Firm has tripled in size in the last 5 years, with most of the growth coming from referrals.
Prefer to buy mostly fee based firms, but will consider under 15% commission firms where
a high integrity principal is willing to transition to our fee only investments model until they retire.
If you have interest in selling or merging your RIA firm, contact Richard Jordan at ___-___-____.