Overview

Looking to partner with Advisors / Offices with either a buyout and or merger to continue to build our value proposition, and increase scale. We own a broker-dealer with
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. Our Advisor Advocates provide robust training and advisor assistance. in addition, we have an in a house marketing / recruiting department. We have the opportunity to distribute SMA strategies through IMO relationships in a new venture being launched (LionShare).

Looking for opportunities nationwide. We place a premium on character and talent. No opportunity is too small or large to consider- culture fit is a must.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,209 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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