Overview

I am a CPF certified planner that has just over 100 households. I have two partners that focus on research/trading and operations. We maintain a practice that is manageable in size so we can give hands-on specialized services. Would like to expand the business through acquisition if the right situation presents itself.

Market
RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...