Overview

The value proposition being offered: Combining with a likeminded Wealth Management Firm (Interested Party) to leverage and complement existing strengths, fill in potential service gaps, accelerate growth objectives and improve sustainability. Of equal importance, an ability to participate in the benefits of building enterprise value at a pace that would be difficult to realize independently. The combination desired is a purchase of a majority interest in an RIA. However, the unique structure would allow entrepreneurial benefits of operational authority as well as the position of Partner in the leadership team.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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