Overview

Established and growing firm looking to acquire or bring on other professionals or firms. Solid infrastructure and large, experienced and growing operational staff already in place. We already work with multiple offices throughout the U.S. in different capacities. Diverse in-house capabilities and expertise across business segments. We have our own economist who assists with asset allocation, advanced planning capabilities through partnership with on site CPA firm and Estate Planning Attorney, and ERISA expertise all available in-house. We also have negotiated exceptionally competitive pricing with a diverse mix of custodians.

Always open to having discussions about possible joint ventures/acquisitions structured in a mutually beneficial manner.

One of principals in our $400m Corporate RIA and great relationship with B/D giving us a lot of freedom to structure deals that meet expectations.


Last Activity
6 months or more

Business Data

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