Overview

I’m looking for advisors to join my firm, possibly merge or looking to purchase a 10-20M AUM practice with only 40-60 households. I hold an insurance license but do not write insurance but have an insurance professional that writes all my insurance for my clients. This has allowed for my AUM to grow 275% in 2020.

Market
RIA
Member Level
Premier
Last Activity
this week
Listing Age
639 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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