Overview

After building a $300+ million SEC 3rd party money manager business, I am looking to go into private practice and be a successor to an established practice. Additionally, I have built and operated my own independent planning practice with AUM of $30 million.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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