Overview

We are a fee only RIA that also provides wealth management services. We are active managers holding both individual stocks and mutual funds in client accounts and use a value oriented approach in selecting stocks. We are interested in talking with smaller RIAs who have an interest in joining a larger firm and we may also be interested in merging with a fee only firm similar to us in size. We are primarily looking for other professionals capable of taking over our firm when our current senior principals retire.

Market
RIA
Member Level
Basic
Last Activity
2 weeks

Business Data

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