Overview

We are a startup independent RIA founded by former Air Force pilots interested in acquisition opportunities. We are seeking a practice that matches our financial planning, investment, client service, and risk management philosophies. We would like to acquire book with AUM between 10 and 25mm.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
1,501 days old

Business Data

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Clearing Firm / Custodian

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