$4B AUM | $30,000 Rev in
We are large and growing Mid-Atlantic based Independent RIA looking to partner with Independent Firms / FA’s with AUM between $100 million and $1.5 billion that may be looking to stay independent but also may want to:
1. Be part of a larger Firm and escape the compliance and administrative burdens of running a small firm; and or
2. Institute a succession plan if they don’t already have one; and or
3. Monetize their investment in their own Firm and also own equity in a larger, fast-growing and profitable Firm.