$40MM AUM | $400,000 Rev in
Looking to merge or add advisors onto our RIA collaborative platform. Also looking to purchase retiring advisors. Complete tech stack, family office approach, CFA managed models, access to robo and alternatives. Growth RIA firm 2 years old but with 5 experienced advisors and staff. Access to partners or in house services , Property and casualty, firm level marketing, tax returns/planning, small business consulting, employer benefits, estate planning, concierge travel, etc.