Overview

3 team Independent Advisor Practice with 225MM under management looking to acquire additional AUM. 70% of revenue is fee based. We are a full service firm. We have a very large support staff and network allowing us to handle all aspects of a clients financial plan. We also specialize in Insurance, Health, Disability Life etc. Primarily interested in practices ranging from - 30-50MM. Will consider other opportunities.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

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