Overview

We are a holistic Retirement Planning firm, we are hoping to identify three potential types of relationships,

1) Transitional Advisors looking for succession in 1-5 years
2) Growth minded advisory firms looking to merge with a larger firm with capital to invest
3)smaller aum advisors that want a place to grow and focus on clients instead of business management,

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Listing Age
1,035 days old

Business Data

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Clearing Firm / Custodian

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