Overview

Operate 2 RIA firms. One is an RIA to an investment company of 4 no load mutual funds. Also serve as the portfolio manager to the 4 funds, each a fund of funds based on specific asset classes. My other RIA is working with individuals and providing investment, insurance and financial planning services. To grow my practice and to facilitate an eventual internal succession plan I am looking to buy a practice.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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