Overview

RIA firm looking to add assets through either buying book or by adding advisors to team. Currently 2 advisors with staff of 3 working with about $180mm in aum. Superior technology across the board to include emoney for both advisor financial planning and client portal. Currently utilizing TD, Schwab and Fidelity as custodians.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...