PRACTICE FOR SALE:
$62MM AUM | $605,000 GDC In Albuquerque, NM
Small CPA financial planning firm. We work with 112 households and provide investment management, primarily through 3rd party managers, income tax preparation and financial plans. We are structured as an RIA and have a Registered Rep relationship with a B/D. Looking to merge with a larger firm, sell over 5 years and stay on as branch manager.