Overview

We want to buy or merge with practices. Our Current AUM, is $155 million and we focus on Financial planning and truly customized asset management. We are a high touch service minded group. We have a CFP for planning , portfolio manager, and business & marketing development manager on our team. Hence, we can service our clients with great attention, and we have deep client relationships. We are growing substantially. Most of our clientele are located throughout California and New York.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

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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CRM Systems

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