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 2 listings matching "RIA".
Location: Location undisclosed
Date: December 21, 2023
A client is actively seeking to acquire a Book of Business from a Registered Investment Advisor (RIA).
Location: US
Date: May 7, 2013
This listing presents a 17-year-old Registered Investment Advisor (RIA) based in the Midwest US, specializing in Tech and Small Cap Growth-focused Separately