Wanted: RIA Book of Business Acquisition
Location: Location undisclosed
Date: December 21, 2023
A client is actively seeking to acquire a Book of Business from a Registered Investment Advisor (RIA).
Tagged under Legacy Tag. Showing 1 listing matching "AUM".
Location: Location undisclosed
Date: December 21, 2023
A client is actively seeking to acquire a Book of Business from a Registered Investment Advisor (RIA).