Overview

Small, single advisor based RIA looking to acquire a book of business generating in the range of $100K-$250K annual revenue, fee based business only. I mostly utilize managed money but also work with portfolio's constructed of ETF's, Mutual Funds, and some stock positions. My primary book consists of business owners, executives and independent women.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...