$205MM AUM | $2MM Rev in
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.