$15MM AUM | $120,000 GDC in Lakeville, MN
Member is Interested In:
My book is currently under the umbrella of a Hybrid Investment Advisor (mostly RIA business). I would like to expand/purchase to be 100% independent. I am willing to change broker/dealers as part of a purchase and move my current practice to the new BD if it makes sense. I would like to purchase an existing RIA business and have the capital to do so.