Overview

We are an established, yet growing, 300mm+ practice, made up of 3 Senior partners, and multiple FAs, all high with high revenue production and years of experience. We are looking to expand our business through acquisition or merger of local Books. We have the experience, man power and proven track record of a top revenue producing team.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Listing Age
829 days old

Business Data

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