Overview

We are an independent investment advisory firm with an affiliated broker dealer aspect located in Norfolk, Virginia.

The majority of our business is fee based, with a mix of mutual funds and ETFs, and a small amount of variable insurance and annuities.

We are interested in buying books of business that are in line with our current practice.


Last Activity
6 months or more

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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Resources
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