$150MM AUM in Stamford, CT

Market
RIA
Member Level
Premier
Last Activity
this week
Profile Age
79 days old
General
Location
Stamford, CT, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$150,000,000.00
Overview

Liberty Wealth Advisors is a 30 year old firm with approximately $150M in AUM interested in growing via friendly acquisitions, providing succession plans, adding experienced advisors, and providing a platform for breakaway advisors.

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