High Growth RIA seeks to purchase book from mid-career female advisor. Located in Pales Verdes, CA. Two advisor/owners: mid-career woman and late career male. AAA office space available for tuck-in transaction or client transition period for total exit. Complete white-glove admin, trading, and transition support. Full benefits and retirement plan available. Contact: Ian Kelly-Thomas ikt@iktholdingsinc.com (858) 358-6604
Jul 28, 2023