Overview

I have been a client facing advisor for the prior 8 years, and transitioned into operations as Chief of Staff for another RIA for the last two years. However, I am looking to find a partner or team practice I can work with to buy and scale a new practice, I am looking to acquire roughly a minimum of $30M AUM and truly targeting $100M-$150M in AUM for my first acquisition. I have extensive experience in growing businesses and scaling so if you are looking to expand your current RIA I can bring a lot of value as a partner.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...