PRACTICE INFORMATION

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This Florida-based RIA is focused on providing portfolio advisory services to BD clients. This RIA has contracts with more than 12 BDs and currently manages approximately $286 million in customer assets on a discretionary basis with an additional $10 million in assets under advisory. This RIA is GIPS® compliant and would make a great addition to a firm looking to add portfolio advisory services in-house or a firm looking to expand its current portfolio management team. 

The ideal partner for this RIA is a well-established synergistic firm that is looking for a merger or Sell and Stay® opportunity. The partners and staff of this RIA are committed to its growth and would like to all remain post-merger/sale. 

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