Overview

We are an RIA firm in Atlanta. We utilize individual stocks, mutual funds, and ETFs and manage our own uniquely designed portfolios. Looking for potential opportunities to incorporate/merge into our business.

Market
Advisor/RIA
Member Level
Plus
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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