Overview

We are an established RIA (40 years) seeking to acquire small to medium size RIAs in the local area to expand and consolidate AUM. We stress planning as the core to the establishment of a client's asset allocation strategy and the formation of an appropriate investment policy statement. We are looking for practices that are seeking to phase out through acquisition and or merger with a similar firm that is also totally focused on the best interests of their clients.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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