$250MM AUM | $1.8MM Rev in
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.