Overview

We are a growing Wealth Management Firm with a dynamic team in place. We have purchased 3 practices in the last 4 years. Our goal is to enhance our growth by adding an additional location, acquiring a similar practice, a book of business or merging in an advisor that has a book. We are willing to look at all types of practices. We are also open to discussing employment opportunities or other creative solutions.

Market
RIA
Member Level
Premier
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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