Overview

SEC-registered RIA firm specializing in active portfolio management and financial planning. All in house asset management using ETFs and individual stocks. We also have a growing Subadvisory business.

1. Looking for opportunities to scale and grow. Open to a merger with a firm of similar size or buy a practice.
2. Looking to add a growth-minded advisor that would over time have the opportunity to buy senior partners practice.

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...