Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
572 days old
General
Location
Greenwich, CT, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$675,000.00
# of Accounts
120
Avg Client Age
55
Overview

Financial Advisor looking to acquire or possibly merge with RIA looking for partner and/or succession plan. Ideal candidate will have an active book as an RIA, an established practice, and willing to introduce clients as part of exit strategy. Willing to help transition up to 5 years.

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