$25MM AUM | $300,000 GDC in
We are a well established fee based investment advisory firm with three advisors. We primarily use a proprietary, trademarked investment management program using mutual funds with five investment models that have performed extremely well over the last 13 years. We also have many custom portfolios using strategic asset allocation.
We also have attractive additional space currently available that is suitable for 3-4 advisors and an administrative person at an attractive rate.
Looking to possibly merge with the intent of developing a succession.