Overview

We are predominantly fee based advisors for high net worth clients. We use brokerage accounts for non-traded REITs, BDCs, Private Equity and Hedge Funds.

We are interested in acquiring a book at other clearing firms such as Schwab, Fidelity, TD Ameritrade alongwith books of business at LPL.

We also have an annuity book that we acquired as part of a business acquisition.

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