$320MM AUM in Bountiful, UT

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Bountiful, UT, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$320,000,000.00
# of Accounts
800
Overview

Firm is open to having discussions with independent IAR's, RIA's looking to merge or sell their business and IAR's or Brokers looking to work in a more boutique environment.

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