Overview

Our firm is interested in potential merger/acquisition opportunities. We have completed multiple complex transactions in this space acquiring advisors/firms that are a good fit with our culture of managing money for families and individuals. We are not a roll up firm nor will we ever be one so we are only interested in strategic fits.

Market
Advisor/RIA
Member Level
Premier
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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Mutual Funds

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