Overview

Very profitable fee based scalable growth strategic investment management (proprietary but teachable). Ready to transition. Downtown high rise location. High client loyalty with steady stream of new leads. Transitioning from one man shop with one full time and one part time assistant to three advisers (myself included), two full time and one part time staff. . Significant underutilized capacity for growth. Marketing budget is about 15% of revenues and generates significant number of prospects.

Market
Advisor/RIA
Last Activity
within 4 months

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