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.

Market
Advisor/RIA
Member Level
Premier
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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Technology Solutions

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CRM Systems

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