Overview

We are a RIA, based in Atlanta, GA and are looking to acquire other RIAs that may need succession planning or are looking to retire or sell their business within the next 5 years. Full staff in place with CFO, Assistants and Investment Professionals. Prefer to acquire firms that focus on equity investments for their clients.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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