Overview

$420MM AUM /3.0MM Gross Revenue / Our book of business is invested in ETF's, Mutual Funds and individual stocks. We also engage to holistic financial planning, tax planning and preparation. We manage approx. 260 households and 97% of our revenue generated is fee based.

We are an RIA and we're looking to merge with another advisor, preferably with a book of business that has a similar structure to that of our practice. The right fit, the right type of person and culture is ultimately what's most important to us. We are looking to build a succession plan for the future.

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

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