Overview

I am an RIA. My son and I currently have our clients invested primarily is Mutual Funds. We also work closely with other 3rd party money managers on other project as well. We have approximately 250 households and 100% of our revenue generated is fee based.

We are currently looking to acquire a book of business structured fairly similarly to ours. We'd also consider bringing on a junior advisor who's looking to go their business exponentially. An advisor that is looking to stay on board for a couple of years ahead of retirement and would like to have us as their successor is also being considered.

Market
RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
122 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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