Overview

Our firm has deep relationships with our clients which are built on trust. Our revenue is mainly based on fee from assets under management. There are some legacy assets in mutual funds which we still service because of the relationship with clients.

Sean (age 35) joined his father, Fred, in the business 7 years ago. Over the time we have an annualized growth rate of 22%, continue to provide service in all areas of Financial Planning and hired 2 full time support staff. Fred is 62 and plans to sell his interest to Sean at age 67 with a 3 year work out.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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