Overview

We are looking to expand our advisory firm by making strategic purchases of other RIA's, advisor practices, other firms, etc. We are also looking to provide other "late stage" advisors with a transition option--looking to slowly ease them out and take over their practices/firms. We can and will provide (to those firms that want it) a turnkey, asset management solution/solutions so advisors can focus on client acquisition, retention, etc.

Market
Advisor/RIA
Member Level
Plus
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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