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.

Market
RIA
Last Activity
within 4 months

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