Overview

We are an independent RIA looking to merge or be acquired. 100% Fee only, majority of investments in individual equities and fixed income securities. Have used small positions in ETFs and mutual funds for smaller accounts and exposure to alternative investments. In addition, invest in private loans for some accounts.
If 100% of your accounts are on an IAR platform where your BD must be custodian --- then we are not the opportunity for you.


Last Activity
6 months or more

Business Data

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