Overview

Independent Wealth Management Advisor and former Management Consultant, interested in local acquisition with 3-5 year Succession Plan and preferably $15-50 million in AUM. Practice focus -Institutional and Sole-Prop Retirement Plans, including Defined Benefit and Cash Balance Plans. Would consider merger with local RIA contingent upon future Succession Plan only. *No interest at all in Variable Annuities or VUL products.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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