Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Park City, UT, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$350,000.00
# of Accounts
150
Avg Client Age
55
Overview

We are a 2 member RIA firm with fast growth potential. We are actively looking to buy other IA that are mostly fee based. We offer SMA accounts, financial planning with Certified Financial Planners, emerging hedge funds, trust and estate services through our partners.

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