Overview

Investment management firm, with basic financial planning as required. Owner seeks succession plan, likely leading to folding into larger firm in 4-5 years. Ability to service clients in several states a major plus. Many clients have large unrealized gains in individual stocks, so a discipline for evaluating these would be very helpful.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

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Clearing Firm / Custodian

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