Overview

Looking for annuitized business around approximately 20 million aum. Possible and RIA book, such as a CPA or attorney that ran a book of business on the side. Open to upfront payment to relinquishing advisor or paying on going residual.
Will transition 50 C clients upon acquisition of book. C clients ranging from 100k to 250k.
All product recommendations are financial planning and Envision based.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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