Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Redding, CT, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$10,000.00
# of Accounts
10
Avg Client Age
50
Overview

I am a CT State RIA and looking to grow my business internal growth and through acquisitions of small RIA's. I clear thru Interactive Brokers and would like to acquire a business with same initially. I help clients with planning, but am not a CFP. I have over 20 yrs. in business, but have always worked for others and built very successful practices. I am looking to build for myself. I work with ETF's, no load funds, bonds and equities. I do not use annuities or load funds.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...