Overview

A 3 member team providing a comprehensive approach to wealth management with an investment strategy based on relative strength and quantitative analysis. Currently 50 million in assets 60% fee based, 10% (and growing)insurance, 30% commission and mutual funds.


Last Activity
within 3 months
Listing Updated
Dec. 21, 2023

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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