$150MM AUM | $1MM GDC in Alpharetta, GA
Member is Interested In:
We are an SEC-registered RIA with clients in about half the states. Our firm was formed in 2010 on the foundation of putting client objectives first. Primarily, we craft a custom blend of proprietary investment strategies for each household, built on the foundation of financial planning. We are looking to grow through acquisition and would accommodate a retiring advisor who want to provide a seamless transition to his clientele.
Has Office Space to Share in Alpharetta, GA
We currently occupy half our space which includes a 12-seat conference room, front admin/reception with two available offices.