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..

Last Activity
within 3 months

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