Overview

We are a SEC registered investment advisory firm that focuses on both wealth management and retirement plan consulting. We have a 47 person team with centralized portfolio management. I am looking at buying practices and having advisors join us to leverage our scale and resources.

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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