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$600M AUM Turnkey Asset Management Program (TAMP) and investment advisory firm with representation throughout the United States. The company offers retirement, tax-managed, and 401(k) solutions through proven academic principles. Key Aspects · Approx. $600M assets under management (AUM) · CEFEX...

Reg A+ - Bridge Loan Investor Wanted - 100% ROI #462504 posted Feb 7, 2017

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Well established RIA (Registered Investment Advisor) firm is located in metro DC Area, looking fora sale/merger opportunity. Total AUM is about $11M. Firm is owned and operated by two Advisors. Founding Advisors are planning to retire. They will consider sale/merger opportunities. They will also...

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