Overview

Two key professionals and one registered assistant. Senior partner age 73 seeking to retire over the next two years and assimilate new CEO-Advisor into our existing RIA'

Seasoned book of business mostly around Dallas Area, one major family located out of state. Firm has proven process in Stylistically pure equity managed portfolios. Superior proprietary process and performance for over 30 years. Seeking registered RIAR-Financial Planner to assist remaining partner in growing the business from its current base. Will not consider sale or merger. Will consider earn in or buy in and financing if necessary. Experience necessary. Senior partner will assist in transition and introduction. Clients know other partner and RA and and of my transition-retirement in the coming years. Senior Partner will continue to be available to assist in any transition or client needs and will continue to seek new clients for the firm if desired. We clear through Schwab and APEX and are not motivated to move clients to other platforms. Other partner would like to maintain ownership, continue as PM and remain in the business. He is 43 years old with 21 years of solid experience.

Market
RIA
Member Level
Chalice
Last Activity
today
Listing Age
600 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...