Overview

We are a 40 year old established financial planning/investment advisory firm. We manage our clients assets, use etfs, stocks and individual bonds. Our clients are primarily retirees and clients over age 50. They are a very loyal clientele with most accounts with us over 15 years. 95% of the assets are held at Schwab. I would need a 50% partner up front for 1 year then transition out. A very attractive office condo is part of the buyout, its in a very prestigious area. There are several attorneys who sub lease from us that help clients with estate planning needs. We do not sell products.

Market
RIA
Last Activity
today
Listing Age
419 days old

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