Overview

RIA firm looking for succession or merger. $130,000,000 in assets under management. Top 50 clients are $90,0000 of assets. We provide, investment management and financial planning and advice to our clients. We have a great business with outstanding clients. The business is very profitable and we had an audit from the state last year with zero deficiency. Our custodian is TD Ameritrade and use Morningstar for our reporting and billing. Owner is flexible on timing and deal structure. Owner is a CPA and CFP.

Market
RIA
Member Level
Premier
Last Activity
this month

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