Overview

I am a partner in a RIA called 4P Wealth Trust. We are a boutique active management firm working with an average client AUM of around $1.2 million. I have 12 years experience in the field and my business partner has 22 years experience. We are looking to grow our book through an acquisition of clients with similar interests. We both have a clean record and a great client base.

Looking to buy a book around 30MM Aum.


Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...