$50MM AUM | $350,000 Rev in
Converted our practice to our own RIA on 9/06/19. Classic Fincl Plnng biz model using eMoney. Manage client accounts mostly in-house, on TDA & FOLIO. Would like to grow by targeted acquisitons, strategic biz continuation (via Jr Partner) or merger.--98% OF OUR GDC's ARE AUM MANAGED IN-HOUSE.