Overview

Independent RIA and 401(k) administration firm. 100% of services provided to ERISA defined contribution plans to provide plan design, administration, consulting, 3(21) investment consulting, and 3(38) investment management services to both plan sponsors and their plan participants. Looking for opportunities to purchase, merge, or partner with other fee-based RIAs to boost growth of our new RIA and expand service offering.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Variable Annuities

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