Overview

A growing, values-based financial planning practice affiliated with a major independent broker/dealer that recently completed a successful acquisition. Most revenues come from AUM fees, financial planning fees, insurance commissions, and the occasional annuity. Paperless office using Redtail Imaging and E-Money planning software.

Looking to grow through acquisition. Willing to assume office space and staff for the right opportunity.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

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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Technology Solutions

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CRM Systems

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