Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Sarasota, FL, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$180,000.00
# of Accounts
50
Avg Client Age
55
Overview

We specialize in long-term capital preservation and growth for HNW individuals, families and trusts, through rigorous portfolio construction processes. We look for opportunities for growth through mergers, acquisitions, or sub-advisory services to other RIAs.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...