Overview

Full Service Boutique Investment Brokerage Firm.
Serving Individuals and Institutions for over 20 years.

Primarily, looking for a merger partner to leverage our infrastructure.
Full back office, trading and planning platforms and software. Bloomberg and other third party research and data services.
WE are looking for someone or a team to work with us, not for us.
Owner ship and eventual succession are possible.
Currently, we are a commission based firm.
We have an RIA for the right group to build that side of our business.

Last Activity
2 weeks

Business Data

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