Overview

Hybrid model practice moving to establish independent RIA. 3 relationship managers with presence in two states.

The majority of our assets are RIA discretionary using a set of index-based investment models developed over the past 5 years. We have interest in acquiring practices who could adopt this investment model or working with other RIA practices who could use it in their business.

Market
Advisor/RIA
Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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