Overview

RIA established in 2015, dedicated 100% to fee based fiduciary consulting. We are focused on qualified plans utilizing mutual funds, UIT's and ETF's with the ability to serve as a 3(21) or 3(28). Looking to acquire a firm in it's entirety or carve out just the qualified plans. Interested in working with owners on an immediate transition or over the next 3-5 years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,501 days old

Business Data

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