Overview

Looking to acquire either a small RIA or independent broker dealer practice in the greater Cumberland/York/ Sagadhoc county area. Well established hybrid RIA with 20 years experience looking to selectively expand and grow! Our practice manages funds for families and corporate retirement plans and is looking to either acquire a practice or onboard an advisor looking to transition into retirement over time.

Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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