Overview

Single member RIA firm. I am in my mid 40s with over 17 years experience in the financial service industry. I am also a EA and own and run a tax practice. I am still in the growth stage of my investment advisory business so I am looking to acquire a small local book of business from someone wanting to retire or pursue other employment areas. Ideally, I would like to find a single owner RIA between 15,000,000 AUM and 35,000,000 AUM.


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within 2 months

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