Overview

I have been a successful employee benefits broker for 30 years and interested in growing my AUM business. I am an IAR with a growing RIA (approx $330M AUM) whose focus is on algorithmic models designed to achieve targeted risk-adjusted performance. Looking to acquire practices in the range of $5M-$15M AUM that can be integrated into my current RIA.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
25 days old

Business Data

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