Overview

Small shop with 3 basic portfolios, equity, bonds and ETF' with about equally spread assets. We are looking to expand by increasing exposure to small business plans and planning services, including CPA's. Fee only shop with conservative high quality assets. We are looking for small RIA's that would like to grow into a fine business with long term future.

Market
RIA
Last Activity
2 weeks

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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