Overview

We are a Hybrid RIA that recently departed a wirehouse. Our business mainly consists of fee-based wealth management and company retirement plans. We have a younger advisory force that are all credentialed with their own book of business. We are seeking to grow by adding advisors that are looking for a wirehouse type of infrastructure with the benefits of being fully independent. We also look to be a succession plan for retiring advisors. We do this by mapping out a transition plan for you and your clients along with an appropriate buyout structure for your business.

Market
Advisor/RIA
Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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