$172MM AUM | $1.4MM Rev in
Seeking a similiar firm to either merge or to acquire. Firm services high-net-worth clients with a family office structure. Staff credentials are MBA, CFP, CFA, EA.
We are also seeking Jr. advisors as possible succession candidates.
Owner also owns a Tax Firm as well as a comprehensive insurance company representing P/C, Life - advance planning markets, LTC and DI, and Employee benefits. We also have real estate, financial planning and transactional attorneys within our office to service our clientele`.
Current firms: Charles Schwab and Interactive Brokers