Overview

We offer a unique partnership that allows people to spend time on relationship building while we take over the investment management.

We hope to buy/partner with advisors looking to either sell or partner with an investment firm.

Seeking businesses with the following:
Over $15mm in AUM
Less than 50 clients
Over 50% of revenue fee based.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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