Overview

We are a independent Wealth Management Firm with 8 employees of which three are advisors two are CFP'S We are fee based and do some Alternative Investments. We have been in business 32 years and have approximately 150,000,000 + AUM and we have an in house CFA. Our desire is to grow by acquiring if the values and the clients fit.

Market
Advisor/RIA
Last Activity
6 months or more

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