Overview

We are an independent wealth management firm dedicated to providing comprehensive wealth management and family office services to high net worth individuals and families. We are seeking to purchase or tuck-in qualified practices that align with our service experience. We manage assets predominately through our ETF models and individual equity strategies.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
Nov. 25, 2016

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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