Looking to partner with Advisors / Offices on practice a buy out or merger to continue to build our firm. We own a broker-dealer 1 4B AUA in addition to the AUM listed. (21M in total Revenue) We have solid relationships with IMOs that drive recruiting traffic to our firm, along with our own proprietary recruiting process. We have the opportunity to distribute SMA strategies through IMO relationships in a new venture being launched (LionShare)
Looking for offices in Detroit, Grand Rapids, MI, and Tampa Florida. We have a national footprint, due to our Advisor Advocates and in the house marketing / recruiting department.
We place a premium on character and talent.