Overview

Affiliated RIA and Comprehensive Planning Firm looking for growth opportunities in the Southwest. TTM indicated is approximately 35% of total annual revenue. Have established a new OSJ relationship and looking to grow through acquisition or merger or consolidation. Have an affiliated law firm for legal services, as well as a direct connection to a regional bank for lending and account and treasury services.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

Business Data

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Clearing Firm / Custodian

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