PRACTICE FOR SALE: $8MM AUM | $300,000 GDC In Grapevine, TX
PRACTICE FOR SALE: $8MM AUM | $300,000 GDC In Grapevine, TX View this Listing: https://successionlink.com/advisors/4348/ Overview: Two partners started and run a hedge fund since 2010 that is an equi...
14 Sep 20171min
Practice for Sale: $8.5MM AUM | $115,000 GDC In Pasadena, CA
PRACTICE FOR SALE: $8.5MM AUM | $115,000 GDC In Pasadena, CA View this Listing: https://successionlink.com/advisors/18748/ Overview: I am seeking to retire and completely sell book of business. Whi...
11 Sep 20171min
$40MM AUM | $200,000 GDC in Albany, NY
PRACTICE FOR SALE: $40MM AUM | $200,000 GDC in Albany, NY View this Listing: https://successionlink.com/advisors/19040/ Overview: 70% managed money 30% insurance products which includes annuities &...
7 Sep 20171min
$73MM AUM | $615,000 GDC In Portland, OR
PRACTICE FOR SALE: $73MM AUM | $615,000 GDC in Portland, OR View this Listing: https://successionlink.com/advisors/17229/ Overview:My practice is for sale. I'm looking to sell by the end of the yea...
7 Sep 20171min
$62MM AUM | $800,000 GDC in Asheville, NC
PRACTICE FOR SALE: $62MM AUM | $800,000 GDC in Asheville, NC View this Listing: https://successionlink.com/advisors/23542/ Overview: Advisor seeks to merge with an ideal candidate for a few years t...
6 Sep 20171min
$26MM AUM | $287,000 GDC In Dallas, TX
PRACTICE FOR SALE: $26MM AUM | $287,000 GDC In Dallas, TX View this Listing: https://successionlink.com/advisors/20671/ Overview: We have been registered, either with the SEC or the Texas State Secu...
31 Aug 20171min
$192MM AUM | $1.5MM GDC In Falmouth, MA
PRACTICE FOR SALE: $192MM AUM | $1.5MM GDC In Falmouth, MA View this Listing: https://successionlink.com/advisors/14828/ Overview: Examining continuity and succession options. Full service financial...
29 Aug 20171min
$115MM AUM | $605,000 GDC In Casper, WY
PRACTICE FOR SALE: $115MM AUM | $605,000 GDC In Casper, WY View this Listing: https://successionlink.com/advisors/18011/ Overview: Our firm offers both discretionary portfolio management and 401K con...
25 Aug 20171min
