$82MM AUM | $900,000 Rev in
We are a growing RIA with IARs located in NY, AZ and FL. We provide full service back office, portfolio management and administration for like minded advisors that wish receive a high payout in a vertically integrated environment. Advisors maintain ownership of their own book of business.
We are looking for:
-Financial Advisors in transition looking for a new home
-Financial Advisors looking to transition and retire/sell over a period of time
-Purchase books of Business from retiring advisors