We are seeking to buy asset management firms or to merge firms or advisors into our platform. We have a very reputable asset manager who is frequently featured on CNBC. His reputation and ethics in the industry are impeccable. We are seeking like minded and hard working individuals with portable books of business, seeking succession planning or who are independent and looking to merge with, or be acquired by, a larger firm with vast distribution and connections. Our assets under management/advisement are approximately $4 Billion.
There are many potential ways in which we could work together. I encourage us to connect and discuss. We have a presence in south Florida, Scottsdale, AZ and Pittsburgh, PA. We are planning a New York City office in the not too distant future.