Overview

Registered investment advisor with over 100 separately managed accounts. Minimum account size at opening is $125,000. Average account size is over $300,000, with several over $1 million. I am looking for a complementary investment firm to augment the business for better coverage of all business aspects from investment management, client acquisition & service, compliance and trading.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,471 days old

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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