Overview

We are a wealth management firm
Sophisticated algorithmic model
Six portfolios including one alternative portfolio.
We own a B/D in which we only transact REIT's & BDC's for our RIA clients.
In business eight years
We have two active partners one is 30 I am 69.
We both have insurance licenses and do both consulting business as well as offer voluntery benefits.

Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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