Overview

We have been in the business over 25 years and firm has been around for 20. Independent RIA that focuses almost exclusively on fee based management and planning. Looking for opportunities to buy or merge practices, ultimately creating a continuity plan. We are part of a larger, 4B+, RIA with a tremendous amount of tools and resources. Clear through Fidelity with asset management handled internally vs. using outside managers. Very process and procedural driven practice with a strong year over year growth rate and proven track record. We have 5 offices throughout the SouthEast and looking for other, like minded, indivduals who can be part of a team and build something bigger and better than we can alone. Economies of scale create huge upside potential.

Last Activity
within 4 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...