Overview

Growing practice. Highly credentialed / experienced advisory team; principal is age 39 with 18 years in the business, independent since 5/2005. Strategic partnership relationships in place. Referral based business is developing quickly with a client niche. ~$15M-$20M new asset flow per year.

Looking to add qualified team members (prefer CFP's) and support staff. Looking to purchase books of business with strong recurring revenue.

Last Activity
6 months or more

Business Data

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