Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Memphis, TN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$3,000,000.00
Gross Revenue
$15,000.00
# of Accounts
30
Avg Client Age
42
Overview

A state registered RIA that invests in either mutual funds/ETFs and/or in-house created specialized indexes for individuals or institutions. While small, we are growing monthly to add to our client base.

I hope to develop additional relationships while potentially finding other firms to either acquire or merge depending on the relational and strategic vision of the firms historically or going forward.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...