$145MM AUM | $1MM Rev in
I have 32 years experience in the Financial Services Industry, 28 as an independent advisor working primarily with high net worth individuals and business owners. I want to acquire a fee based advisory practice with $30 - $60M in AUM, but will consider other opportunities. I have recently completed the acquisition of a similar size practice when one of my partners retired so I am familiar and comfortable with the process. We have the capacity to effectively integrate and serve clients from a practice this size. I have a full time licensed assistant and am adding a junior associate. I am one of the founding partners of an ensemble practice comprised of 9 advisors and 4 client relationship managers.