Overview

The majority of my book of business is done through SMA's and 3rd party manged funds. The vehicles used are Mutual Funds, Stocks and ETFs. I manage approximately 200 households and 100% of my revenue generated is fee based.

My partners and I are looking to acquire a very similar book to that of our own. We'd also be open to bringing on board an advisor searching for a successor or an advisor looking to grow.

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