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
Last Activity
within 2 months
Listing Age
2,020 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...