Overview

SEC registered firm servicing UHNW (20%) and HNW (80%) families. Advise select group of 401k plan sponsors. In-house discretionary portfolio management utilizing individual securities (stocks, bonds) and ETFs. Provide financial plan to all clients. Looking to add a successor, buy a practice/firm and/or merge with a practice/firm.


Last Activity
2 weeks

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Clearing Firm / Custodian

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