Overview

I’m the founder and managing partner of a firm within a big company. We currently have 19 advisors with different specialties. We are looking to expand our practice and possibly add the right outside advisors to merge with us. Also interested in merging with advisors looking to set up sunset contracts. The AUM and revenue in the profile is just my portion of the practice.

Market
RIA
Member Level
Basic
Last Activity
today

Business Data

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