Overview

We are rapidly growing CEFEX Certified, RIA. Organic growth over past 6 years from $250MM to $1.1 bilion. We also provided fiduciary services on $700MM for client assets in 2017. 50% private clients, 25% retirement plan services, 25% nonprofits. Looking to buy or merge with like-minded individuals or firms.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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