Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Arlington, TX, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$600,000.00
# of Accounts
45
Avg Client Age
55
Overview

We focus on Faith-based investing and investors. We are fee only and located in Arlington, TX. We are the advisor to Epiphany Funds, a national mutual fund.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...