Overview

We are a 2 man partnership at Morgan Stanley. We do about 1 million in revenue with 112 million under management. Most of our business has some kind of recurring revenue. Our product set includes Advisory where we use mostly ETF's, Stocks, and Bonds. We also use Annuities and Insurance in our practice. We have been growing our practice over the past years but would like to grow quicker and are exploring buying a practice to accomplish our goals.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Variable Annuities

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