Overview

We are an Investment Advisory business looking to partner with or acquire books of IA business in the $50mm - $250mm range. Client preference for individually managed accounts with Large Cap equities and Intermediate Fixed Income and/or ETF's preferred. Succession planning has been our area of expertise with generous long-term payout packages.

We are open to discuss any opportunity outside of the traditional IA business and would welcome a full financial planning operation as an extension of our business lines.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

Business Data

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