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.

Market
RIA
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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