Advisor Listing - Hello, my name is Brian Altmann. I am one of two partners/owners who believe every client relationship should be based on comprehensive financial planning. My partner and I are expected to do roughly 1.4 million in revenue in the next 12 months. We currently have 220 million AUM with 95% recurring revenue. We are highly motivated and are interested in your practice and would love to learn more about it.
Please contact me at your earliest convenience.