Overview

The Firm manages assets for approximately 200 houesholds. Of the 200 households the relationships generally span greater than 10 years. The owner of the business is looking to transition to a new Firm with a focus on continuing to service his advisory book with Staff. The Firm and its advisers generally manage assets on a discretionary basis and have accounts that are both active and in models. The Firm would like to maintain its relationship with its clearing firm, NFS, to ensure custody of the client relationship remains the same.

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within 3 months

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