The owner is selling to de-risk and experience a liquidity event. The ideal buyer has a broker dealer relationship and the ability to support the firm's alternative investment activities. The firm consistently adds $30M - $70M in AUM annually. Most AUM growth is derived from COIs, current client…

The seller brings a wealth of experience to the table, having served as a registered representative for 37 years with no legitimate complaint history. The seller is known for their exceptional client service, contributing to their success over the years. Regarding client meetings, the seller offers…

The seller began his career as a high school math teacher before pursuing further education at MIT. He began his instruction at MIT in 1986 and obtained his CPA certification in 1992. Following that, he engaged in entrepreneurial ventures and established his own business in 2000. The seller holds an…

The seller began his journey in the financial industry in 2007 after relocating to Arizona, where he and his family established their roots. He developed a keen interest in financial planning and investment, initially focusing on municipal bonds, which cater to retirees seeking tax-free income. This…