$90MM AUM | $700,000 GDC in
I am interested in an acquisition or provide an option for another adviser(s) to go independent by joining my independent RIA firm. We have been extremely happy moving from Pershing as a custodian through our BD's RIA to our own RIA using TD Ameritrade as our custodian. We have a very experienced in house compliance individual and an in house and a tax professional as well. We have an additional location in Scottsdale Az. I maybe be looking to retire myself in 10 years so the merger of a younger professional may present an opportunity for my exit strategy.