Overview

Sole practitioner planning sale or continuity. 170mm aum 2.0 MM in fees. Highly sophisticated, fully implemented Tamarac Performance Reporting and CRM. Custodians =IB and Schwab. 100% Fee-based.

Clients have received spectacular returns and will willingly accept a transition.

Radio Show is not included in the purchase price.


Last Activity
within 2 months
Listing Age
679 days old
Listing Updated
April 9, 2024

Business Data

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