Overview

We have built a firm with phenomenal infrastructure including; in-house low-cost discretionary investment management coupled with great financial planning, marketing, technology compliance and regulatory support.

Our business has grown organically approximately 20% per year since 2009 with 5 distinct marketing & new business development channels.

We are looking to add great advisors or firms though merger or acquisition.

Thank you.

Last Activity
6 months or more

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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Resources
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