Overview

We are a young up-and-coming RIA looking to expand our business with sellers that fit very closely with our culture and philosophies. We completed one acquisition of an 11MM AUM practice 7 years ago, we are now over 35M with plans to be over 100M within a couple of years. Of particular note, we are primarily a CPA business and have a team of 30 people in our CPA operations. We can easily expand an RIA service offering to include tax compliance and sophisticated tax planning.


Last Activity
6 months or more

Business Data

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