Overview

Investment side consists of approximately $26,000, 000 advisory or fee based, $16,000,000 direct funds, 10,000,000 annuities and variable and universal life, $6,000,000 brokerage of which 70% is mutual funds.
Tax and accounting practice consist of over 1,000 individual accounts, 110 corporate returns, 35 partnerships, 14 fiduciary returns and 2 or 3 non profits which produce around $275,000 plus of revenue. Payroll and bookkeeping accounts result in $70,000 plus of revenue.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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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Insurance Business

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Technology Solutions

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CRM Systems

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