Overview

I am looking to expand my business by acquiring a $30-80million practice. The average clientele need to be primarily in advisory portfolios, willing to engage in financial planning and have a net worth of $2-10million. I do not wish to engage in a purchase of a practice primarily built on annuities. Some annuity exposure is fine, but not the primary source of the revenue. The clientele should be located primarily in CO, CA and NV as that is where my current clients reside.

Last Activity
6 months or more

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