Overview

We are a fast growing (25% annualized growth) independent hybrid (Independent RIA/BD) investment management/planning firm operating in 14 geographic states. Looking to expand our practice in the Atlanta GA areas. We follow the endowment model of investing and are looking for like minded investment professionals to join our firm to participate in either continued growth or succession planning.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...