$310MM AUM | $2MM Rev in
We are a fee only RIA that also provides wealth management services. We are active managers holding both individual stocks and mutual funds in client accounts and use a value oriented approach in selecting stocks. We are interested in talking with smaller RIAs who have an interest in joining a larger firm and we may also be interested in merging with a fee only firm similar to us in size. We are primarily looking for other professionals capable of taking over our firm when our current senior principals retire.