Overview

Advisor Listing - $800mm AUM $ 3.5mm TGR Merge/Continuity Opportunity in Providence, RI We operate a traditional BD / RIA and have a long ,successful history of helping our clients achieve their investment objectives . We are privately held and are interested in talking with advisors who wish to grow their business in a very supportive environment and appreciate the opportunity of joining in ownership .

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,317 days old

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