Overview

I focus on the defined contribution space with a large percentage of asset under management on this side of the business. I have a partner that works more on the fee based wealth management side handling rollovers from the DC business along with roughly $10MM of other individual client assets.

I am looking to grow this business by acquiring a similar business practice,

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Listing Age
1,231 days old

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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