Overview

Looking to purchase local RIA business. Strictly fee-only. Revenues up to $500,000
Client assets are managed in ETF model portfolios. Non-traditional investments are often used as bond alternatives.
Owner/buyer is CFP.


Last Activity
within 4 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...