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.

Market
Advisor/RIA
Last Activity
2 weeks

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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CRM Systems

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