Overview

Our firm is an independent, employee-owned, majority woman owned, 100% fee based, RIA firm that manages separate accounts for institutional and individual clients, primarily using individual securities.

We are interested in acquiring RIA firms and willing to consider merging with another RIA firm if doing so will create real benefits for the combined firm. While we are interested in all types of firms, we are particularly interested in other majority woman owned firms and firms with partial woman ownership..

Market
Advisor/RIA
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...