Overview

We are a 2 member RIA firm with fast growth potential. We are actively looking to buy other IA that are mostly fee based. We offer SMA accounts, financial planning with Certified Financial Planners, emerging hedge funds, trust and estate services through our partners.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

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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